Alpa PatelAlpa PatelManaging Director, Wealth Planning and Advice
About Alpa
Alpa Patel Vitale is a Managing Director and the West Division Lead of Wealth Planning and Advice for the J.P. Morgan Wealth Management division of J.P. Morgan.1
In her role, she provides leadership and guidance to financial advisors and their clients across a wide array of planning strategies including trusts and estates, taxation,1 business succession, philanthropy, stock option planning, retirement and education.
Alpa draws on her extensive background to educate clients, share insights, convey best practices and impart thought leadership ideas that inform the development of tailored and individualized plans. The author of numerous white papers, she is skilled at explaining sophisticated issues in a structured and well-reasoned manner. Alpa believes that the careful consideration of wealth planning strategies should function hand-in-glove with investment management to help address the totality of each client's financial picture.
In addition to English, Alpa is fluent in Gujarati and conversational in Hindi. She is a graduate of San Francisco State University and holds a B.A. in Broadcast Communications. Alpa earned a J.D. from Golden Gate University School of Law on a merit scholarship. She holds an LL.M. in taxation with honors from the same institution and is a member of the State Bar of California.
Alpa served at leading law firms as an attorney focused on corporate and charitable formation and on tax and estate planning for high-net-worth individuals, trust and estate litigation and forensic accounting. In 2004, she segued into financial services at Credit Suisse as the West Coast Head for their Wealth Planning Group, was a frequent presenter to Silicon Valley corporate executives and charitable institutions, and presented at Fortune's Most Powerful Women Summit on the topic of "Women, Wealth & Children." Alpa moved to Barclays as a Director in its Wealth Advisory Group and transitioned with her team to Stifel upon their acquisition. She joined
J.P. Morgan in 2017, drawn to the firm's mission to provide holistic wealth management.
Wealth Management Specialists may work with clients' tax advisors, but do not provide tax advice. Wealth Management Specialists can help J.P. Morgan Advisors on a case by case client basis depending on the situation and need.
Insights
Eye on the market: The Year of Living Dangerously
December 11, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, discusses potential dangers related to 2025 predictions, allocations, apparitions, legalizations, expurgations and ablations.Read Now
Preserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
November 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read Now
Understanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowEye on the market: The Year of Living Dangerously
December 11, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, discusses potential dangers related to 2025 predictions, allocations, apparitions, legalizations, expurgations and ablations.Read NowPreserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowNovember 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read NowUnderstanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now