"Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team."
Wealth Partners
The OS Group

Wealth Partners
The OS Group

"Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team."

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018
Top 100 California Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018

Forbes

Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 
America's Top Wealth Advisors
2021 • 2020
Top Next-Gen Wealth Advisors
2021

Financial Times

Top 400 Financial Advisers
2020 • 2019 • 2018 • 2017
About The OS Group

Welcome

As clients amass wealth, they often seek guidance on how to handle the complexities of managing that wealth. This is what we do best. Whether you are looking to grow, preserve or transfer wealth, our financial advisory practice offers the best of both worlds: the high-touch, client-centric benefits of a boutique firm with the resources of one of the world's largest and most respected financial institutions.
With more than 100 years of combined experience—and having honed our skills during some of the most trying market environments of the past 30 years—we are well versed in the intricacies of wealth management, and can address a broad range of your financial needs: from investment portfolios and trust and estate planning strategies to checking accounts and mortgages.
Our business is rooted in our mission to exceed our clients' expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team.
Services:

  • Asset Allocation
  • Risk Management
  • Diversification Planning
  • Tax-Advantaged Strategies
  • Estate Planning
  • Equity Investment Management
  • Fixed Income Investment Management
  • Private Equity Investments
  • Hedge Fund Investments
  • Restricted Securities and Option Strategies
  • Hedging and Monetization Strategies
  • Charitable Giving Approaches
  • Cash Management

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

5 things moving markets—besides the Fed

February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Investing

Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.

February 21, 2022Read Now
Investing

How are markets adjusting to the ongoing crisis in Ukraine? 

March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(415) 772-3123OS_Group@jpmorgan.com