Luke ChadwickLuke ChadwickWealth Advisor
LinkedInAbout Luke
Luke Chadwick is a Wealth Advisor with J.P. Morgan Wealth Management.
As a member of Peter C. Noonan's Wealth Management Group of J.P. Morgan, Luke drives outreach and engagement for high-net-worth individuals and families. He employs strong leadership and communication skills with potential clients. Luke takes a big picture approach and is a creative and strategic thinker. He has a reputation for synthesizing the nuanced requirement of each client.
Luke graduated from Bryant University with a B.A in Marketing. He began his career in 2019 at Leyton as a Business Development Representative learning the value of attentive service. He then joined J.P Morgan in year 2021 drawn to the firm's stellar reputation.
He holds FINRA Series 7 and 66 licenses.
Luke grew up in Massachusetts and is an avid sports fan. In his spare time, he enjoys playing Basketball, Soccer and Hockey while also watching Boston sports. He also enjoys being around friends and family, the outdoors, and playing Chess.
Insights
Markets
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
Wealth Planning
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Wealth Planning
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now
Outlook
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
Investing
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
Wealth Planning
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
Wealth Planning
Changing your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
Wealth Planning
How to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read Now
Wealth Planning
Caring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowMarkets
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWealth Planning
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowWealth Planning
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOutlook
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowInvesting
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWealth Planning
Changing your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowWealth Planning
How to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowWealth Planning
Caring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
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