Tad WaldbauerTad Waldbauer, CFP®, AIF®
Managing Director
Wealth Partner

"My wealth management strategies target personalized needs and are tailored to the individual."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020

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® 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 30 years have three adult children. In his free time, he is a public speaker on topics such as liquidity management and business succession.

Tad's passion for working with clients is equaled only by his dedication to philanthropic endeavors. He has played an influential role in his community at many organizations close to his heart.

  • 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

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

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.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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