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Meet Mark & Rise

After years of building a business, Mark and Rise are feeling confident about their future goals, and that with continued help from Chase Private Client they can now focus on the journey ahead.

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Chase Private Client Stories

TOM: More time with my family

MARK AND RISE: TIME TO TRAVEL

NAHID AND FARZANA: BALANCING MULTIPLE GOALS

LAURA: Retirement on my terms

I think it's not so much that our team helped us dream bigger, it was that
they helped us see our big dreams were not unattainable.

— Mark, Chiropractor and a Chase Private Client

Mark and Rise share a love of the outdoors with their children. Now that their children are grown, Mark and Rise can take time from their chiropractic practice to travel more with each other. It's taken careful planning with their Chase Private Client team to help them feel confident in traveling as often as they want.

Although they're out of college, Mark and Rise's children will never outgrow family vacations.

Chase Private Client, allows us to consolidate all of our finances and know exactly what's going on. Not just the personal checking and savings, but the business and everything else that's associated with it.

Mark and Rise knew they could turn to their dedicated team Noel, their Private Client Banker, and Daniel, their J.P. Morgan Private Client Advisor for help with everything from business to travel needs. Their dedicated team has gotten to know their unique needs over the years and have given Mark and Rise the confidence that they're on the right path.

Mark & Rise's Dedicated Team Helped With:

  • Concierge Banking
  • Planning for Their Financial Goals
  • Investment Expertise and Advice
  • Business Banking

Mark and Rise meet regularly with their dedicated Chase Private Client team.

All I have to do is just ask, and it's there. I can just call my team and they will help facilitate whatever we need done.

— Rise, a Chase Private Client

 

So whether it's a small business loan for Mark's chiropractic business or a trip to the Galapagos Islands, Mark and Rise have confidence that their dedicated team can help them enjoy today without putting their retirement plans in jeopardy.

Mark and Rise are looking forward to even more adventures with each other now.

Business Banking for Chase Private Clients

Chase Private Client business owners benefit from a Business Banking Relationship Manager who can:

  • Help improve cash flow
  • Provide financing options
  • Offer advice on managing your company's payroll
  • Connect you to our Platinum Business services

View More Chase Private Client Stories

Vivienne

Nahid & Farzana

planning around our family
view nahid & farzana's story
Tom

Tom

More time with my family
view Tom's story

 

Laura

Laura

Retirement on my terms
view Laura's story

Mark and Rise's Dedicated Team

Noel

Noel,

Private Client Banker

"Mark and Rise recently went abroad and asked us to make sure that everything was in order. We're able to guide them through whatever situations come about, whether it is travel related, business related or planning for retirement."

Daniel

Daniel,

J.P. Morgan Private Client Advisor

"After accessing J.P. Morgan expertise and completing a Customized Financial Analysis, Mark and Rise were actually very surprised that they could spend significantly more money on travel now, while still being on pace to get to where they want to be for retirement."

A Dedicated Team Focused On You

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WHAT IS CHASE PRIVATE CLIENT?

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Concierge Banking

Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.

LEARN MORE about Concierge Banking

J.P. Morgan Investment Expertise

Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop a tailored investment strategy for you.

LEARN MORE about J.P. Morgan Investment Expertise

Your Goals

Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.

LEARN MORE about Your Goals

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