David ReiserDavid Reiser, CFP®, AIF®Managing DirectorWealth Partner
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About David
David Reiser is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the founder of The Reiser Wealth Management Group, he delivers holistic financial planning strategies tailored to the personalized requirements of a wide breadth of clients and their multi-generational families.
David has built his practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance. He acts as a concierge to direct the full resources of the firm toward pursuing customized needs. David works to instill a sense of financial discipline, yet is known for encouraging individuals to spend on meaningful goals. He is committed to managing relationships with the utmost trust and integrity.
Involved in wealth management since 1986, David began his career at Kidder Peabody and continued with the firm through acquisitions by Paine Webber and UBS. Subsequently, he honed his skills at Smith Barney Wealth Management. In 2018, David and his team joined J.P. Morgan, drawn to the firm's entrepreneurial environment, intellectual capital and award-winning research.1 With offices in Miami, New York and Rhode Island, he serves clients across the East Coast and in other areas of the United States.
David is a highly educated wealth partner with strong capabilities across a multitude of important disciplines: B.S. in BioMechanical Engineering from Rensselaer Polytechnic Institute; M.B.A. from the Rensselaer Lally School of Management; M.S. in Financial and Estate Planning from the College for Financial Planning; CERTIFIED FINANCIAL PLANNER® (CFP®) accreditation; Accredited Investment Fiduciary® (AIF®).
David is the co-author of: Letters from Home: A Wake-Up Call for Success & Wealth (Wiley, 2010), and Wealthbuilding: Investment Strategies for Retirement and Estate Planning (Wiley, 2002). David and his wife, Andrea, are residents of Greenwich, Connecticut. They are the proud parents of four sons, including a set of twins.
1Source: Institutional Investor, 2023.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now