---
id: 10622
title: "JP Morgan: Best Wealth Planning Services United States 2022"
award_year: 2022
published: 2022-08-09 14:37:33
published_gmt: 2022-08-09 13:37:33
author: "CFI.co Editorial"
url: "https://cfi.co/awards/finance/2022/jp-morgan-best-wealth-planning-services-united-states-2022/"
categories: ["Finance", "North America"]
content_class: award_rationale
independence_status: independent_editorial
sponsor_disclosure: none
editorial_lens: constructive_positive_lens
historical_status: current_at_publication
correction_status: none
archive_policy: no_delete
provenance_layer: github_versioned
wayback_status: archived
wayback_first_snapshot: 20220928193115
wayback_snapshot_url: "http://web.archive.org/web/20220928193115/https://cfi.co/awards/finance/2022/jp-morgan-best-wealth-planning-services-united-states-2022/"
license: CFI-OAAL-1.0
content_sha256: d621c6b00476983ce24c9c451f8fcd1464f8328cb2f97131cf7eafdbbe8b031e
canonical: 10622-jp-morgan-best-wealth-planning-services-united-states-2022.json
---
# JP Morgan: Best Wealth Planning Services United States 2022
> Verbatim archived copy. Canonical machine record: `10622-jp-morgan-best-wealth-planning-services-united-states-2022.json`.
There’s no broad-brush approach to wealth management, which is why JP Morgan experts pay attention to one-on-one relationships, creating bespoke strategies with each customer’s requirements in mind. The New York-based multinational investment bank prides itself on its ability to tailor specific wealth planning schemes, drawn up using the expertise of staff, and the company’s long experience in the field, serving some of the country’s wealthiest individuals and families. The company’s wealth planning experts take a 360 degree view of each client’s finances, understanding that their needs are likely to evolve. JP Morgan specialists are skilled in helping customers navigate major events, no matter how quickly they arise. One area - sustainable investing, involving Environmental, Social and Governance (ESG) criteria - is currently soaring in popularity. Some sceptics suggest that investors risk sacrificing returns by investing sustainably. JP Morgan disagrees - the company believes sustainable investing has the power to both drive long term growth, and have a positive environmental impact. The company’s experts judge that sustainable investing helps identify businesses which display quality growth and offer higher profitability. JP Morgan insight teams report many examples of this trend. More companies, for instance, are tying executive compensation to ESG initiatives. JP Morgan monitoring teams also note that shareholders are increasingly forcing climate change issues up the agenda, demanding that environmental issues are tackled. Adding to the company’s impressive CFI.co awards tally, the judging panel in 2022 is pleased to present JP Morgan with the award, Best Wealth Planning Services United States.