Seth GoldmanSeth Goldman, CFP®Vice PresidentWealth Advisor
About Seth
Seth Goldman is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. He develops asset management strategies that address the complexities of significant capital.
A seasoned professional with over two decades of experience, Seth manages portfolios for corporate executives, business owners, medical professionals and retirees. He works directly with clients to develop tailored and appropriate strategies to limit their downside risk.
As a practitioner of holistic wealth management, Seth is pleased to offer clients a boutique experience coupled with the wide breadth of J.P. Morgan's industryleading resources. These include institutional research, intellectual capital, trust and estate capabilities, mortgages, lending and credit products that help address individualized financial goals. He devotes his attention to carefully monitoring and adjusting portfolios, and attending to the entirety of each individual's wealth.
A graduate of Alfred University, Seth earned a B.A. in Political Science. He holds the CERTIFIED FINANCIAL PLANNER® credential, one of the most respected designations in wealth management. He is currently a member of the Certified Financial Planner Board of Standards.
Prior to joining J.P. Morgan in 2009, Seth was a Vice President at Citi Private Wealth Management as part of a group designated to concentrate exclusively on corporate executives and ultra-high-networth individuals.
Seth lives with his wife, Melissa, and their two daughters in Chappaqua, New York. He volunteers regularly with local educational and development organizations as a means of paying forward the help he received as a child to build successful strategies that addressed his dyslexia diagnosis. In his free time, Seth enjoys playing golf and skiing.
CFP Board owns the marks CFP®and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
War and peace: What to know about global security
February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read NowUS unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowTariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read NowHow to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowEye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowNavigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read NowManaging your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read NowAct now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowOptions for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowWar and peace: What to know about global security
February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read Now