"'Wealth is the ability to fully experience life.' — Henry David Thoreau"
Nicole Weisman

Nicole Weisman

"'Wealth is the ability to fully experience life.' — Henry David Thoreau"
About Nicole Weisman

For over a decade, I've partnered with clients like you to earn their trust and pursue their financial aspirations. Recognizing that you've put countless hours, energy and hard work into accumulating your assets, I incorporate a full balance sheet approach so that together, we may develop an appropriate plan that is tailored to help you reach your goals.
Whether you're looking to invest your personal, business or not-for-profit assets, finance your dream home, fund your children's education, or support the pursuit of your philanthropic and wealth transfer objectives, the full breadth of our firm's resources, intellectual capital and strength will be at your service.
There is an exclusivity in working with J.P. Morgan, one of the world's most admired banks, and with that comes a dedication to excellence. I seek to bring that level of dedication to my clients every day.

Meet My Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Markets

A tale of two markets: Divergence amid the post–Labor Day sell-off

September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Cybersecurity

Mind your business: How to keep your company cyber secure

September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
Wealth Planning

New York estate planning

September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.