Our Westlake Village Team Prioritizes You.
Ayla Kalani, Andy Nakagawa and Dennis Clapp discuss how, by providing tailored advice, customized solutions and access to the best global resources, our Westlake Village team can help you achieve your goals and make an impact. Watch here.
Ayla Kalani:
J.P. Morgan Private Bank has been around for close to 200 years.
So the concept of legacy is not new to us.
When you are a J.P. Morgan Private Bank client, your legacy, first and foremost becomes our priority.
Andy:
J.P. Morgan Private Bank in Westlake Village stands out from everybody else by our approach of ensuring we’re providing the guidance and advice to our clients in a unique manner.
Dennis:
We are a deep bench of resources and intellectual capital that care about a client experience, and can pick up a conversation in virtually any discipline in finance, and have some kind of impact, or at least provide a new lens to view something that hopefully we can turn into a client relationship.
I think if there’s something really important to clients, it’s knowing that we are there when they need us.
Ayla:
Our clients have spent their lifetimes to create what they have created...
…and when you get to that level, it becomes important for you to be able to find the
right team of advisors that actually understand you, that can relate to you from within because they also live in the same community.
Dennis:
We have a stellar reputation… and I think it is our duty as frontline client-facing ambassadors… to make sure that we’re not overpromising, to make sure that we’re delivering things that are important to clients.
And I think when you’re dealing with peoples’ personal finances, that kind of trust, that level of trust is really, really important.
Ayla Kalani:
J.P. Morgan Private Bank has been around for close to 200 years.
So the concept of legacy is not new to us.
When you are a J.P. Morgan Private Bank client, your legacy, first and foremost becomes our priority.
Andy:
J.P. Morgan Private Bank in Westlake Village stands out from everybody else by our approach of ensuring we’re providing the guidance and advice to our clients in a unique manner.
Dennis:
We are a deep bench of resources and intellectual capital that care about a client experience, and can pick up a conversation in virtually any discipline in finance, and have some kind of impact, or at least provide a new lens to view something that hopefully we can turn into a client relationship.
I think if there’s something really important to clients, it’s knowing that we are there when they need us.
Ayla:
Our clients have spent their lifetimes to create what they have created...
…and when you get to that level, it becomes important for you to be able to find the
right team of advisors that actually understand you, that can relate to you from within because they also live in the same community.
Dennis:
We have a stellar reputation… and I think it is our duty as frontline client-facing ambassadors… to make sure that we’re not overpromising, to make sure that we’re delivering things that are important to clients.
And I think when you’re dealing with peoples’ personal finances, that kind of trust, that level of trust is really, really important.
An extensive array of capabilities to meet your goals
Planning
Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.
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Investing
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Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.
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Our Westlake Village team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
We bring you a team of specialists in Westlake Village carefully curated to match your goals.
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J.P. Morgan named ‘Best Private Bank’ in world and U.S., earning over 200 awards in Euromoney survey
Prestigious annual survey recognizes J.P. Morgan Private Bank’s service to clients by voting us as the best globally and awarding us more top honors than any other firm.
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Dave Frame featured in Business Insider
Our CEO shares where and why the firm is expanding. Learn more about our growth plans all across the country, with a focus on California, Florida and Texas.
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Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.
