Working with your legal and tax advisors, as well as our trust and estate specialists, your Wealth Advisor can help you transfer your wealth to your intended beneficiaries, at the right time, to reap the most benefits. This process can include establishing a will, trust, power of attorney and advance directives for health care.
Disciplined wealth planning
Your Wealth Advisor goes beyond selecting investments by helping craft a multigenerational wealth plan focused on your current needs, what you aspire to achieve and the legacy you want to leave behind.
A plan that supports your lifestyle—and legacy
As your goals and financial needs evolve over time, your Wealth Advisor will adjust your wealth plan to support your journey, while working to anticipate and react to forces in the markets, the economy and the world.
1
Understand your priorities
To help ensure that your portfolio and plan align with your goals and risk tolerance, our planning process helps you examine the potential impacts of big financial decisions, such as buying a home or funding your family’s education.
2
Implement your strategies
In addition to defining your short- and long-term goals, your Wealth Advisor will develop custom strategies that can help you mitigate taxes, maximize your savings and make the most of your retirement plans.
3
Check in regularly
Your Wealth Advisor will help you navigate market trends and plan for future expenses—such as healthcare—while also considering gift and estate taxes, the income you need to fund your lifestyle and efficient ways to distribute your wealth.
Guidance based on your goals
Your Wealth Advisor will identify opportunities to support causes that matter to you, help you incorporate charitable giving strategies into your wealth plan and explore a variety of philanthropic vehicles including split interest trusts, donor-advised funds and private foundations.
To enhance the effectiveness of your wealth plan, your Wealth Advisor can leverage the expertise of our specialists to develop income, gift and estate tax planning strategies that may help you mitigate your present and future tax liabilities.
Solutions built for you
Solutions built for you
Education planning
Determine the best way to fund your family’s education across a range of education planning products, such as 529 plans, custodial accounts, and Crummey and minority trusts.
Retirement planning
Receive personalized strategies to help you save for and spend in retirement, and explore a variety of retirement plans for you or
your employees to help you take advantage of potential tax benefits for your business.
Concentrated position management
Get tailored advice to help you manage public and private concentrated equity positions, as well as hedging, monetization and diversification strategies.
Start a conversation
Our partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.
Explore more services
Explore more services
Holistic investment management
Your Wealth Advisor will help you allocate your assets, navigate
market trends and capitalize on investment opportunities that align with your goals and priorities.
Personalized lending solutions
Receive customized financing options and strategies to help you meet liquidity demands and fund large purchases, such as real estate, fine art, yachts and private aviation.
Integrated banking services
Access tailored banking products and services to help you manage your day-to-day cash flow, and get ongoing support from our dedicated service team.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA, and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.
Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.
Please read additional Important Information in conjunction with these pages.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA, and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.
Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.
Please read additional Important Information in conjunction with these pages.
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