
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

US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now