Wealth PartnersThe Foster Winger Group
Awards and Industry Recognition
Forbes
Welcome
Our group provides the type of personal touch that is invaluable when advising clients with considerable assets. Together, we bring rigorous attention to the details of every transaction.
EXPERIENCE-DRIVEN CAPABILITIES
At the Foster Winger Group, we draw on the strength of our blended capabilities to offer tailored wealth management strategies for highnet- worth individuals, family offices, hedge funds, mutual funds and other institutions. We have organized our practice in a synergistic fashion to harness the depth of our experience and the power of our complementary backgrounds— providing many layers of networking and know-how that help enhance clients' lives.
INSTITUTIONAL-CALIBER SUPPORT
Our background has afforded us in-depth exposure to the capital markets, and we deliver advisory guidance at an institutional level using the same disciplines and processes typically reserved for the world's largest investors. Of paramount importance is our ability to remain nimble as personal or business demands evolve. This differentiation enables us to provide a more sophisticated advisory experience than you may have previously encountered.
COMPREHENSIVE INVESTMENT AND WEALTH PLANNING
By functioning as your dedicated team within J.P. Morgan, one of the largest and most respected firms in the world, we direct the full capabilities of the firm toward your individualized needs. One of our core competencies is providing skilled support for 401(k) and pension plans, including defined benefit, defined contribution, deferred compensation and cash balance plans.
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• INVESTMENT AND WEALTH PLANNING
• MANAGEMENT OF CONCENTRATED EQUITY POSITIONS
• PRE- AND POST-LIQUIDITY PLANNING
• CORPORATE RETIREMENT SERVICES
ㅤㅤㅤ• 401(K) PLANS
ㅤㅤㅤ• DEFINED BENEFIT PLANS
ㅤㅤㅤ• DEFINED CONTRIBUTION PLANS
• PORTFOLIO MANAGEMENT
• CASH FLOW MANAGEMENT
• TAX-ADVANTAGED STRATEGIES
• LENDING & CREDIT
• MORTGAGES
• PRIVATE BANKING
• TRUST & ESTATE PLANNING
• PHILANTHROPIC GIVING
Investment Approach
A HANDS-ON AND PERSONAL APPROACH
We recognize that affluent clients have specific issues that require a discerning approach. Our group delivers a level of care that embraces concierge attention and responsiveness. Partnering together, we serve as a trusted advisor to guide clients through the intricacies of financial decision-making.
TARGETED ADVISORY GUIDANCE
We delve into the specifics of each unique situation, drilling deep to understand individualized profiles for time horizons and risk parameters. Our process is centered on both short- and long-term wealth management objectives—income requirements, cash management, estate considerations and tax minimization. We navigate the vast resources of the firm to find the best approaches to address these sophisticated goals. Supported by J.P. Morgan's intellectual capital and award-winning research,1 we allocate resources in a prudent and targeted manner.
EXPERIENCED PORTFOLIO MANAGEMENT
We run a proprietary equity strategy that is tailored to the needs of each client. For portfolios that contain fixed-income investments, we manage these assets inhouse. Our team may also use ETFs, mutual funds, separately managed accounts and third-party managers for tactical flexibility and short-term advantages. At times, we turn to alternative investments such as hedge funds and private equity to help minimize volatility and balance portfolios rather than rely upon additional equity exposure.
Meet Our Team
Insights
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A 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 NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A 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