Wealth PartnersThe Fournier Group
Awards and Industry Recognition
Forbes
Barron's
Offering bespoke investment strategies and high-touch service
For over 40 years, The Fournier Group has enjoyed a front-row view of financial markets. We have guided clients through periods of economic growth and recessions, high- and low-interest-rate and inflation environments, rapid technological changes and fluctuations in globalization, among many other historically significant and powerful economic forces. Our team draws from this deep understanding of past and present investment trends to develop strategies for intelligently deploying your assets over time.
Offering holistic wealth management
We manage over $1.1 billion in assets for a broad range of professionals, executives, families, corporations, foundations, and endowments who desire seasoned advisory guidance that targets individualized goals and objectives. Whether you seek capital growth or preservation, income generation, tax minimization, or other long-term planning needs, our charge remains the sam —to identify high-quality investment opportunities that help add incremental value and reduce downside exposure.
A rigorous investment process
We use an exceedingly systematic process for asset allocation, securities analysis, manager selection and portfolio construction. Our attention is trained on uncovering instruments that align with your risk parameters and expected returns. This methodology helps ensure you stay the course in both good and challenging times. When you reach out to us for transactions or with questions, we make ourselves directly accessible to answer that call.
Active fixed income portfolio management
As a core focus, we design fixed income portfolios to generate income, reduce your overall risk, and help protect against volatility. Our team confidently handles both taxable and tax-exempt investment-grade securities using various approaches. Further, we continuously explore differentiated investment choices to accommodate changing needs and market conditions.
Backed by J.P. Morgan, an industry leader in wealth management
We are proud to draw upon the award-winning research capabilities1 and investment platforms of J.P. Morgan, a global leader in asset and wealth management. Our clients benefit from attentive treatment, which we couple with direct access to a professional suite of products and services available through the global financial capabilities of the firm. By leveraging these commanding synergies, we deliver a breadth of entrée and institutional-quality service typically reserved for the world's largest investors.
Meet Our Team
Insights
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July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now