
Wealth PartnersJohn Rasulo
Awards and Industry Recognition

Forbes
Welcome
Needs-driven personalization
I offer wealth management strategies that address the financial objectives of affluent individuals and their families. With a practice that has been built upon a foundation of personalization, I work diligently to understand your expectations and needs. My capabilities extend beyond investment guidance, and I navigate the firm to deliver a breadth of products and services—retirement planning, personal banking, advised lines of credit, bridge loans, mortgages, trust & estate accounts and more.
Conservative approach
My many years of industry background have taught me that one of the most important concerns for clients is to avoid the loss of their capital. I take a conservative approach and offer equity and fixed-income strategies that I believe will deliver a reasonable return over time. I also partner with third-party money managers who are focused on risk and help avoid exposure from a downturn in the markets. Through ongoing reviews and continuous assessment, I adjust strategies as situations evolve.
A rigorous process
I leverage an analytical methodology to develop strategic asset allocations across a range of investment vehicles. Research and modeling techniques help me to remove the randomness of my decision-making process. I evaluate multiple scenarios to explore potential trade-offs and develop strategies that align with clients' requirements. I convey these investment ideas in a clear and straightforward manner.
The resources of an Industry Leader
To do my job properly, I draw upon the professional capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. My clients benefit from boutique-level and high-touch assistance combined with the fortress balance sheet of one of the largest and most respected financial organizations in the world.
Investment Approach
For over 30 years, I have served the wealth management needs of affluent individuals and their families who have invested time and energy to build significant capital and seek to preserve and safeguard these efforts.
Over that time, I have seen the financial environment realign, investment styles shift and strategic ideas go out of favor. One thing that has not changed is my clients' desire to avoid the burden of excess risk amid market fluctuations.
Offering a personalized experience
I am proud to present award-winning advisory support and devote myself to building long-lasting relationships. I believe that this strong and vibrant foundation affords me the ability to offer the highest level of attention and responsiveness.
Conservatively biased approach
My wealth management style is conservative, and I adjust investment approaches to accommodate the distinctive risk criteria that every situation presents. I remain mindful of what clients want to accomplish with their capital and build asset allocations that serve as a path toward these important goals.
Drawing on my deep background in fixed-income vehicles, I deliver portfolios that are targeted to help preserve capital and generate income. My focus is on low volatility investments, and I align my methodologies to help aim for the soundest course while still pursuing individualized financial requirements.
Emphasis is placed on managing exposure to help ensure that potential returns are in line with expectations. My ultimate objective is to position clients to weather any kind of market condition.
Thoughtful and analytical process
I evaluate a range of analytics and examine every angle to identify appropriate investment ideas. By studying individual securities and collaborating with the leading minds at our firm, I seek opportunities that help protect investment dollars.
My length of experience crafting individualized portfolios has taught me to pay attention to every detail. I subject fund managers to a rigorous assessment and consider their performance during downturns in the market.
Simplifying the complexities of investing
I am a staunch proponent of educating clients and believe that wealth management advice should be delivered in clear and comprehensible terms. Through my access to the vast well of knowledge at the firm, I distill an abundance of market data into meaningful information that supports informed decision making.
Connected to an array of capabilities
As the first point of contact for my clients, I serve as a gateway to the products and services of J.P. Morgan, which are readily available as the need or opportunity arises—banking, lending, mortgages, trust & estate services, and retirement planning.
J.P. Morgan legacy
At J.P. Morgan, I have the backing of one of the largest and most respected financial organizations in the world. The firm's 160-year history of serving individuals and institutions alike allows me to deliver the highest caliber of wealth management guidance.
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Insights

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
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
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
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
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
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now