Wealth Planning Services | J.P. Morgan Wealth Advisors

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<div class="cmp-solution-page-header "> <div class="left-side"> <div class="text-container"> <p class="eyebrow nolink"></p> <div class="text-inner-content"> <div class="title"><h1>Disciplined wealth planning</h1> </div> <div class="description"><p>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. </p> </div> </div> <a alt="button" aria-label="Link to find a wealth advisor" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Find a Wealth Advisor","ctaUrl":"https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me","ctaTitle":"Disciplined wealth planning","ctaComponentName":"Solution Page Header"}}" data-cmp-clickable class="cta primary" href="https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me" target="_blank">Find a Wealth Advisor</a> <a alt="button" aria-label="Click to connect 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lifestyle—and legacy</h2> </div> <div class="description"> <p>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.<br /> </p> </div> </div> </div> </div> <div class="key-stats aem-GridColumn aem-GridColumn--default--12"><div> <div class="cmp-key-stats cmp-key-stats-three-column cmp-key-stats-noheading"> <div class="cmp-key-stats-column"> <div class="cmp-key-stats-section"> <div class="cmp-key-stats-column-stat primary"><p>1</p> </div> <div class="cmp-key-stats-column-heading"><p>Understand your priorities</p> </div> <div class="cmp-key-stats-column-description"><p>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.<br /> </p> </div> </div> <div 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</span> <span class="cmp-accordion__icon fa-plus"></span> </div> </button> </div> <div class="cmp-accordion__panel cmp-accordion__panel--hidden" role="region"> <div class="text"> <div class="cmp-text"> <div><p>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.<br /> </p> </div> </div> </div> </div> </div> </div> <div class="cmp-accordion__item"> <div class="cmp-accordion__item--wrapper cmp-accordion__image_present"> <div class="cmp-accordion__header"> <button class="cmp-accordion__button" aria-label="press the spacebar to open accordion"> <div class="cmp-accordion-title-and-icon"> <span class="cmp-accordion__title"><p>Philanthropic planning</p> </span> <span class="cmp-accordion__icon fa-plus"></span> </div> </button> </div> <div class="cmp-accordion__panel cmp-accordion__panel--hidden" role="region"> <div class="text"> <div class="cmp-text"> <div><p>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.<br /> </p> </div> </div> </div> </div> </div> </div> <div class="cmp-accordion__item"> <div class="cmp-accordion__item--wrapper cmp-accordion__image_present"> <div class="cmp-accordion__header"> <button class="cmp-accordion__button" aria-label="press the spacebar to open accordion"> <div class="cmp-accordion-title-and-icon"> <span class="cmp-accordion__title"><p>Strategic tax management</p> </span> <span class="cmp-accordion__icon fa-plus"></span> </div> </button> </div> <div class="cmp-accordion__panel cmp-accordion__panel--hidden" role="region"> <div class="text"> <div class="cmp-text"> <div><p>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.<br /> </p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>    </div> <div class="quick-links cmp-quick-links-marble-white-bg aem-GridColumn aem-GridColumn--default--12"> <div id="solutions" class="cmp-quick-links "> <div class="cmp-quick-links-card-header-mobile grid-item-1 grid-item-1-mobile"> <h2>Solutions built for you</h2> </div> <div class="grid-item-2"> <img loading="lazy" class="cmp-quick-links-image grid-item-2_1 cmp-quick-links-left" src="/content/dam/jpmorgan/images/wealth-management/wealth-planning/wm-wealth-planning-solutions-quick-links-490x870.png" alt/> <div class="cmp-quick-links-bottom-border"></div> <div class="cmp-quick-links-card-container grid-item-2_2"> <div class="cmp-quick-links-card-header-mobile grid-item-1-tablet"> <h2>Solutions built for you</h2> </div> <div class="cmp-quick-links-card-wrapper"> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Education planning</p> </div> <div class="cmp-quick-links-card-description"> <p>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.<br /> </p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Retirement planning</p> </div> <div class="cmp-quick-links-card-description"> <p>Receive personalized strategies to help you save for and spend in retirement, and explore a variety of retirement plans for you or<br /> your employees to help you take advantage of potential tax benefits for your business.<br /> </p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Concentrated position management</p> </div> <div class="cmp-quick-links-card-description"> <p>Get tailored advice to help you manage public and private concentrated equity positions, as well as hedging, monetization and diversification strategies. <br /> </p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> </div> </div> </div> </div> </div> <div class="headline white-background button-style additional-padding aem-GridColumn aem-GridColumn--default--12"> <meta name="viewport" content="width=device-width, initial-scale=1"/> <div class="headline-outer-container" id="perspectives"> <div class="headline-inner-container"> <div class="title"> <h2 id="perspectives">Top perspectives in the industry</h2> </div> <div class="description"> <p>You can leverage J.P. 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