Kurt Sylvia
Wealth Management
The Sylvia Wealth Management Group is a Wealth Partner team at J.P. Morgan Wealth Management. Kurt Sylvia has been recognized as a top financial advisor, both locally in Palm Beach county and nationally by Barron’s and Forbes. We are a group of highly experienced advisors with a long tenure of providing curated approaches to the sophisticated needs of Ultra High Net Worth clients. My team and I have 100+ years of combined experience and I was recognized in 2022 as a Barron’s Top 1,200 Financial Advisor and a Forbes Best-In-State Wealth Advisor.
“I have always believed that being able to access differentiated strengths by working with a global powerhouse such as J.P. Morgan within the context of a personal relationship is key to a family’s wealth management experience,” says Sylvia.
Substantial wealth demands bespoke strategies that connect each facet of a family’s wealth management needs. J.P. Morgan Wealth Management is uniquely scaled to address the challenges and exclusive opportunities afforded by institutional-sized capital.
As a member of J.P. Morgan Wealth Management, we are uniquely positioned to provide direct access to the platform and resources of JPMorgan Chase N.A.
We provide enhanced access to tailored strategies that bridge personal and business finances, delivering attention, immediacy, and the insights of a family office through one firm.
The Sylvia Wealth Management Group, J.P. Morgan Wealth Management, Palm Beach Gardens and Miami, 561-694-5652, jpmorgan.com/sylviawealthmanagement
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Barron’s Top 1,200 — Barron’s Top 1,200 U.S. Financial Advisors (3/11/22). Data as of 9/30/21. Barron’s ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes Best in State — Forbes/SHOOK Top Wealth Advisors Best-In-State (4/7/22). Data as of 6/30/21. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE.
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