About The Lopes Group
Seasoned strategies to empower your business and grow your wealth
A strategic focus I partner primarily with business owners and C-suite executives with an emphasis on supporting the government contracting sector in the Washington, D.C. area. My role is to help you address the significant risks and rewards you face, freeing you to concentrate on growing your business with the confidence that your personal and professional financial interests and priorities are being carefully handled.
A depth of experience in advising government contractors
I understand the demands on your time and the challenging financial scenarios you face as a business owner. I draw from deep experience in this space and my elite network of professionals and other business owners to offer comprehensive support across the full spectrum of your wealth management needs. My services are designed to help add value across your complex balance sheet, inclusive of your business and non-business assets:
- Strategies for financial flexibility: Ensuring you have the agility to navigate evolving circumstances
- Exit strategies: Preparing and empowering you to pursue optimal outcomes in business sales or transitions
- Personal wealth management: Managing and growing your personal assets with confidence
- Access to a broad, curated network: Connecting you with other distinguished business owners, top legal and accounting professionals, M&A advisory, capital providers, management consultants and more.
Seamless integration and a partnership approach
I collaborate closely with your existing team of advisors, leveraging the firm's world-class platform and resources to enhance your financial strategy. To foster ongoing value, I host quarterly forums with key stakeholders and industry thought leaders to discuss:
- Positioning your company for sale: Strategies designed to maximize value and attract potential buyers
- Optimizing the wealth drawn from your business: Strategies for maximizing after-tax income, both through annual income/distributions or the eventual sale
- Attracting and retaining key talent: Compensation and benefits strategies and benchmarking to meet the evolving needs of your organization
- Other timely topics
I am proud to be backed by the strength and security of J.P. Morgan's robust capabilities. My goal is to provide you with the clarity and support you need to focus on what you do best—leading and growing your business.
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
Markets and Economy
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
Wealth Planning
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring 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
Markets and Economy
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
Markets and Economy
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Family Legacy
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Business Planning
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Markets and Economy
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Family Legacy
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Wealth Planning
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowMarkets and Economy
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring 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 NowMarkets and Economy
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowMarkets and Economy
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBusiness Planning
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowMarkets and Economy
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowFamily Legacy
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWealth Planning
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.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.