Tad WaldbauerTad Waldbauer, AIF®, CFP®
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® 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

Outlook

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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