Gary RaczkowskiGary RaczkowskiExecutive DirectorWealth Advisor
About Gary
Gary Raczkowski is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management. With over 30 years of experience in the financial services industry, he focuses on wealth management, executive services and corporate retirement planning.
Gary primarily works with high-net-worth individuals, corporate executives, retirees, small business owners and foundations. He has developed deep and long-lasting relationships with his clients and credits their loyalty to the time he has invested with them at the outset to develop a comprehensive understanding of their goals.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Gary is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
Gary manages portfolios on a discretionary basis, calling upon his technical and analytic skills, and utilizes J.P. Morgan's award-winning research capabilities to guide in the security selection process. He provides his clients with periodic updates on their positions, giving them the luxury of concentrating on their families and businesses, all the while being comfortable that the professionals are watching over their investments.
Gary appreciates the boutique nature of J.P. Morgan, which offers the flexibility to accomplish what clients require — providing access to an extensive range of products and services to assist his clients with strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit.
Gary has been with J.P. Morgan (formerly Bear Stearns Private Client Services) for over 20 years. Prior to joining Bear Stearns in 1996, he was an Associate Director at Wells Fargo (1989-1996). Gary earned his B.B.A. in Finance from the College of William and Mary in Williamsburg, VA.
In his spare time, he enjoys engaging in the perpetual quest of improving his mediocre golf game.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now