J.P. Morgan Wealth Management

Zach works with individuals, families, business owners, executives, entrepreneurs and professionals, offering guidance across portfolio management, wealth planning and tax-sensitive strategies. He approaches planning with a strong focus on helping clients consider how taxes can influence portfolio decisions and asset allocation for their long-term planning. 

Taking a detailed approach to client relationships, Zach begins with conversations that explore each client’s goals, priorities and time horizon. A key focus of his work is supporting clients as they consider retirement spending and income planning. With an analytical mindset, Zach brings a strong technical understanding of wealth management, yet he can also translate complex financial concepts into clear insights for his clients. Building lasting relationships and maintaining consistent communication with the individuals and families he serves are some of Zach’s key strengths. 

Zach joined J.P. Morgan in 2021 and he holds the Chartered Financial Consultant® and Wealth Management Certified Professional® designations, both awarded by The American College of Financial Services. 

A married father of four, Zach enjoys spending time with his family. He also dedicates time to continued study and professional development as he deepens his knowledge of wealth planning and investing.