.png?width=1080&height=1080&name=LinkedIn%20with%20Light%20Blue%20Background%20(1).png)
.png?width=1080&height=1080&name=Facebook%20with%20Light%20Blue%20Background%20(1).png)
.png?width=1080&height=1080&name=Instagram%20(1).png)
Boston, Massachusetts Office
-
As a Wealth Advisor, JP values the fiduciary responsibility he upholds in working closely with clients to help them reach their financial goals. JP collaborates with a successful advisory team in the Boston office, specializing in comprehensive financial and estate planning. JP is committed to EP Wealth's holistic planning approach, ensuring that every solution is tailored to each client’s unique objectives and in their best interest.
-
Before EP Wealth, JP was a Financial Planning Associate at Minot Wealth Management, LLC, and served as a Financial Planner at Commonwealth Financial Group, where he honed his expertise in delivering personalized financial strategies. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board.
-
Outside of work, JP loves to travel, is an avid sports fan, and enjoys spending time with his family. He looks forward to summer visits to Cape Cod.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
Learn how high-net-worth individuals...
What Is an Emergency Fund? How to Build...
Carrie Sax, CFA, CFP®, shares how to...
2.16% a year, forever. How Box 3...
SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS
READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH
