Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2018

Barron's

Top 1200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018

About Sam

Sam Schoner is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Drawing on more than three decades of experience, Sam Schoner provides tailored wealth management advice, strategy and implementation to high-networth individuals and families. He appreciates the distinctive needs and interests of an accomplished clientele, offering the one-on-one attention and intensive customization that substantial wealth can require.

Clients look to Sam and his team as a single source for investing, planning, banking and lending. These offerings are grounded in an attentive service model that prioritizes client ease and convenience. Many of Sam's relationships have extended across generations of families, allowing him to support clients at varied stages in pursuing their goals and aspirations.

Sam joined J.P. Morgan Wealth Management in 2023. Previously, he was a Senior Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for more than 21 years. His experience also includes tenures as Vice President of Merrill Lynch's Private Client Group and Vice President of the Capital Markets Group at Union Bank of California.

Sam earned his B.S. in Finance from California State University, Chico.

Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Wealth Planning

Insight 2: Foundation of values to define culture and focus

June 11, 2024A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now