Matthew WesolowskiMatthew WesolowskiInvestment Associate
About Matthew
Matthew Wesolowski is an Investment Associate with J.P. Morgan Wealth Management.
As a member of the team he is mainly responsible for personalized client service and trade execution, as well as research and client communications.
Matthew graduated from Montclair State University with a B.S. in Marketing. With 15 years of experience in financial services, he began his career in 2004 at Smith Barney as a Sales Assistant and then moved to Bear Stearns in 2005. Matthew joined J.P. Morgan in 2008. He holds FINRA Series 7, 63, and 65 licenses.
Matthew lives in West Caldwell, NJ, with his wife Adrian, and their son and daughter. In his free time, he enjoys cycling and mountain biking.
Insights
Outlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Investing
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Family Legacy
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth Planning
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Family Legacy
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowReal Estate
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowInvesting
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowWealth Planning
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowOutlook
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowFamily Legacy
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth Planning
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowFamily Legacy
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
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