Tad WaldbauerTad Waldbauer, AIF®, CFP®Managing DirectorWealth Partner
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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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
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
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 NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?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 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 Now