Tad WaldbauerTad Waldbauer, AIF®, CFP®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Tad
Tad Waldbauer is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As a principal of The Amato-Waldbauer Group, he leverages his deep entrepreneurial experience to provide advisory guidance that addresses the personal financial complexities of business owners, corporate executives and high-net-worth families.
Tad employs a disciplined process to help grow and preserve significant assets. His wealth management strategies target personalized needs and are tailored to the individual. Tad's proficiencies extend beyond asset management and he helps organize the important elements of each client's financial life into a single and integrated plan—corporate retirement approaches, trust & estate strategies, mortgages and lending. He is committed to managing relationships with the utmost trust and integrity.
Prior to his career in wealth planning, Tad ran a multi-generational family business. Under his leadership, the company grew from a local establishment to a distribution and retail powerhouse that employed 200 people in 12 locations. When the business was sold in 1999, Tad segued naturally into wealth management to assist other owners of privately held companies with the full breadth of the financial challenges they face on a daily basis. He joined J.P. Morgan in 2018 to provide the team's clients with direct access to the global resources of one of the most renowned financial institutions in the world.
Tad attended Boston College, where he earned a B.S. in Finance and Marketing. He is a graduate of the Executive Leadership Program at The Wharton School of the University of Pennsylvania. Tad holds the CERTIFIED FINANCIAL PLANNER® professional designation, which empowers him to develop wealth management strategies that target short- and long-term goals.
Residents of New York and Florida, Tad and his wife of 40 years have three adult children. In his free time, he is a public speaker on topics such as liquidity management and business succession.
- Long Island YMCA—Board of Directors
- Teamsters 239 Welfare and Pension Fund—Trustee
- Fleet Bank—Board of Advisors
- Make a Wish Foundation of New Jersey—Board of Directors
- Somerset Hills YMCA—Chairman, Board of Director
- Martin County Boys & Girls Club—Board of Trustees
- Darien YMCA - Board of Directors
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
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowProviding for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowAsset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now