The Fagan Boshart Group at J.P. Morgan Securities
J.P. Morgan Securities
One Federal Street
Boston, MA 02110
Phone: (617) 654-2000
Toll free: (866) 283-3830
Fax: (617) 956-8879
At The Fagan Boshart Group, we are focused on providing customized wealth management strategies and portfolio management for ultra high net worth families, institutions, and foundations. Our team utilizes the capabilities that only a firm like J.P. Morgan can provide. We manage our clients' assets and facilitate their banking needs to parallel the personalized approach of a family office while giving clients access to opportunities only a global investment company can provide.
The Fagan Boshart Group has extensive experience in the financial services industry. The team members have received numerous awards acknowledging their various successes in the financial services industry and dedication to client service.
The formula which The Fagan Boshart Group uses to manage wealth takes into consideration many factors that are all imperative to the clients they represent. The comprehensive process covers the following areas, all of which have equal importance in managing wealth:
Lifestyle & Banking:
- Personal banking needs
- Mortgage and liability needs
- Cash flow needs
- Stock option analysis
- Hedging and monetization of concentrated equity positions
Personalized Financial Strategies:
- Wealth preservation and transfer strategies
- Philanthropic giving
- Retirement planning services
- Traditional and alternative investments
We understand that wealth can put a unique strain on families and that the succession of values between generations is important. We are here to support our clients beyond their everyday wealth management needs. In an effort to ensure the highest level of personal attention and responsiveness to their clients, The Fagan Boshart Group works with a limited number of clients and only accepts new relationships by referral.
- James C. Fagan
- Harvey R. Boshart, CFA
- Donald S. Swift
- Amanda M. Dargie
- Kristina M. Mello
- Tiffany V. So
About J.P. Morgan Securities
J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.
Learn more about our firm and investment professionals through FINRA BrokerCheck.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. 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.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
Investment products: Not FDIC insured • No bank guarantee • May lose value