Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2024

About Stephen

Stephen Gold is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a founding member of The Gold-Henry Wealth Management Group, Steve offers comprehensive investment and wealth management services to highnet-worth individuals and affluent families, developing customized strategies to assist them in pursuit of their specific goals. He is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.

Steve grasps the inherent subtleties and challenges facing clients who have complex needs and enjoys the process of forging strong relationships to assist them in pursuing their aspirations. He tailors his approach to each individual's and family's particular situation— multi-generational planning, liquidity, philanthropy and more. Steve's clients appreciate having access to J.P. Morgan's breadth of resources delivered within a boutique environment.

In a career spanning more than 25 years, Steve began at PaineWebber/UBS, and spent nearly a decade as an Executive Director at Morgan Stanley. He joined J.P. Morgan in his current role in 2018, recognizing that its reputation as a global financial powerhouse would enable him to render an enhanced level of products and services to his clients.

Steve is an avid sports fan and spends his free time attending NFL, NBA, NHL and MLB games with his family. He also enjoys traveling all together to exciting locales.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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