Dear clients and friends of JPH Advisory Group,

I hope this finds you well and that you’re enjoying the holiday season with friends and family.

The JPH team and I want to take a moment to update you on the merger between JPH and Gratus Capital. As I reflect on the last four months and all the tremendous effort and dedication shown all around, my primary impression is that the integration has gone remarkably smoothly. I think I speak for everybody here at JPH when I say how excited we are to be part of the Gratus family.

Gratus has built a great team of knowledgeable professionals, but more importantly, good people. Over the past four months a lot of effort has taken place behind the scenes to set up phones, computers, and other important systems. On December 17th, we take the next big step of the integration process, which is moving into our new offices alongside our new teammates at Gratus.

Here’s some general information about the new location. As some of you know, Gratus’ office is located on the 15th floor of the Riverwood building, which is approximately one-half mile south of our current office. Coming from our office, you would simply turn left onto Cobb Parkway, drive about one-half of a mile, and the Riverwood building would be on your right. The new address is:

3350 Riverwood Pkwy, Suite 1550
Atlanta, GA  30339

When you call on the 17th, one of the changes you may notice immediately is that Brittany will no longer be the first person you talk to. Instead, we’ll have a dedicated receptionist, Victoria, who will be answering the phones. Brittany will still be available to accept your calls, but we just wanted to let you know that you’ll hear Victoria’s cheerful and professional voice as your first point of contact.

Speaking of phone calls, our original phone number will remain the same for the time being. It will simply be merged with the existing Gratus phone number. Our email addresses will also remain the same, except your emails will simply be forwarded to the appropriate new email addresses at Gratus that you see at the bottom of our individual emails. As with all of these changes, we wanted to make things as simple and easy for you as possible.

As we start setting up meetings next year, we’ll provide detailed instructions and directions regarding the parking lot and getting to the office space. Until then, we wish everyone a wonderful holiday season.


Jon Houk, CFP®