"The intersection of wealth strategy, investment insights and integrated services."
Jory Sandusky

Jory Sandusky

"The intersection of wealth strategy, investment insights and integrated services."
About Jory Sandusky

We deliver a suite of fully integrated investment management and wealth advisory services for the families we serve.

With decades of experience strategizing with clients on how to preserve and grow their wealth, we help our clients create clear pathways toward the goals they set. Leveraging the world-class research1 J.P. Morgan is known for, as well as the incredible insights from the specialists on our team, we offer both tactical and strategic guidance to help shape the financial lives of our clients for generations.
Our business is rooted in our mission to keep things simple, exceed client expectations and bring integrated service and insights to our client families. We act as fiduciaries and trusted partners for our clients, by keeping their needs in the forefront of every decision we make.
As a boutique with the resources of one of the world's largest and most respected financial institutions, we offer high-touch service and personalized assistance. We take a family office-style approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax efficiency, estate planning and long-term wealth management objectives.

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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

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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