
Michael LopesMichael LopesManaging DirectorWealth Partner
About Michael
Michael Lopes is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Michael leverages more than two decades of financial services experience to offer investment and wealth planning guidance to individuals and families, with an emphasis on owners of closely held businesses. He counsels clients on a diverse range of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses, partnering with their team of advisors to help drive success.
As a trusted advisor, Michael's passion lies in helping entrepreneurs grow and safeguard the wealth they've taken significant risks—and made great sacrifices—to build. He appreciates the complexity of his clients' needs and adopts a multi-faceted approach as a coach, connector and financial advisor.
Michael marries his enthusiasm for supporting business owners throughout their companies' lifecycles with the firm's top-tier planning and investment capabilities. He views his role as a community stakeholder and taps into his curated network of professional advisors to ensure his clients are surrounded by the right talent as they navigate the business landscape. Michael understands the distinctive challenges business owners face balancing their personal and professional goals. He seeks to build camaraderie and fellowship among clients and friends of the firm through peer networking groups, forums and differentiated events. He relishes the opportunity to make a positive difference in people's lives.
Michael holds an M.B.A. from the Darden School of Business at the University of Virginia and a B.A. in Political Science from Lynchburg College. He was recognized in the 2019 Washington Business Journal's Top 40 Under 40 Professionals list. He is actively involved in the professional community:
- Board Member for the Association for Corporate Growth National Capital
- Executive Committee member for the Annual Lombardi Gala
- Co-Founder and Chair Emeritus of the Friends of Lombardi
- Advisory Council Member of Bellringer
Michael and his wife, Rachel, are devoted parents to three young children and share a passion for education and athletics. A lifelong learner, he is working toward conversational proficiency in Spanish. A guitar player and enthusiast, Michael shares his love of playing music with his son and oldest daughter, who are guitar and drum students, respectively. A lover of the outdoors, he often melds personal and professional passions by organizing kiteboarding trips for clients and friends, creating opportunities for connection and shared enjoyment around a great outdoor adventure experience.
Insights

Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now