Private Wealth Management

Giving it that personal touch.

We offer a day-to-day service that's anything but ordinary. In our Private Wealth Management business area, we look at the past, present and future to paint the most complete picture for our high net worth clients in helping them understand where they're coming from, where they want to go next and how we can help them get there. Typically, clients are interested in their legacies as well as in immediate satisfaction. Sounds simple in those terms, but it's actually a lot more complex, which is why each and every client is serviced by a highly skilled team of wealth management experts, each of whom knows their markets and products inside and out - just like we get to know our clients, in fact.

At J.P. Morgan, every client enjoys unparalleled access to a team of experts in Private Wealth Management:

  • Wealth Advisory: Our Private Wealth Management's Wealth Advisors partner with private bankers, trust/estate, and investment advisors to build relationships with our clients and offer customized solutions.
  • Investment: Our Investment teams are experts in our business strategy and also partner with private bankers to offer customized financial solutions and take part in modeling and valuation, portfolio reviews, pitchbook development, asset allocation, and portfolio construction - to name a few.
  • Banking: Similar to private bankers, our banking experts maintain and develop relationships with affluent clients, as well as analyzing financial statements, cross-selling the firm's products, and working on tax provisions, investments, estate planning, and insurance.

We treat all of our clients with the respect that they and their assets deserve. We're not in it for the quick fix. We'd be selling our clients short if we were. A commissioned, simplistic sales approach has no place in our collaborative, team-based culture. Instead, we're all about smart, comprehensive solutions that fit our clients' needs. And, we work together to meet and exceed expectations.

Private Wealth Management is about much more than the row of 0s on the balance sheet - we're about the faces behind them.

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