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J.P. MORGAN WEALTH PARTNERS

The personal attention of a one-on-one relationship. The strength of a global financial leader.

Substantial wealth demands bespoke strategies that connect each facet of your financial life. Supported by J.P. Morgan’s firm-wide capabilities, we design wealth plans tailored to your unique and complex goals.

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A Nuanced Understanding of Wealth

Expect a superior level of care and understanding of your sophisticated needs based on our years of experience serving some of the nation’s wealthiest individuals and families.

A Comprehensive Approach

We take a 360-degree view of your finances, from executive compensation and multigenerational wealth transfer to liquidity events and charitable giving. 

Exclusive Access

Take advantage of J.P. Morgan’s firm-wide capabilities for exclusive — and sometimes unconventional — opportunities for growth. 

Trusted Advice Whenever You Need It

Get timely guidance for your evolving needs from specialists who can help you navigate major wealth events, however quickly they arise.

Integrated Digital Tools

Access all your accounts, plus robust investment tools and powerful market insights all in one place with a streamlined digital experience.

Focus on what matters to you

Get a single point of access for managing your and your family’s financial life.

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Wealth Planning

Industry–leading analysis combined with bespoke tax and cash flow strategies to help you grow, protect, and transfer your wealth.

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Investing

Portfolio management built around our proprietary data and research with exclusive access to a broad range of alternative investments.

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Banking

Personalized service, flexible solutions, and real-time access to specialists to streamline and simplify the way you access and manage your money.

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Lending

Tailored credit strategies, securities-backed lending and personalized financing options to pursue your goals and passions.

Recognized by the Industry

Barron's

Top 100 Financial Advisors

Barron's

Top 1200 Financial Advisors

Barron's

Top 100 Women Financial Advisors

Barron's

Top 50 Private Wealth Management Teams

Forbes

Top Wealth Advisors

Forbes

Best-in-State Wealth Advisors

Forbes

Top Women Wealth Advisors

Financial Times

Top 400 Advisors

Personalized guidance begins with a conversation.

Find a J.P. Morgan Wealth Partner near you.

Wealth Planning Insights

Get ahead of market trends with J.P. Morgan’s industry-leading analysts, researchers, and thought leaders.

Who owns Stearns?

In August 2015, Stearns' parent company, Stearns Holdings, LLC, was purchased by The Blackstone Group. The American Bankers Association added Stearns Lending to its list of endorsed lending services through the Corporation for American Banking in May 2016.

What happened Stearns?

Guaranteed Rate acquired Stearns Holdings in January 2021 for an undisclosed sum from the financial giant Blackstone Group, which also acquired a stake in Guaranteed Rate as part of the transaction. The year prior, Stearns originated $20 billion in loans.

Is Stearns a bank?

Stearns Bank has strength, stability and unmatched personal service. In a changing business climate, we are the bank you can trust.

Who makes Stearns jackets?

Stearns, a subsidiary of The Coleman Company, Inc., is investing millions of dollars into the Sauk Rapids, MN, facility where these world-class products are designed, tested, and made to higher standards. It's just one more way we bring quality, safety, and innovation to the water.