"'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
Banking
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now
Outlook
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now
Markets
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now
Business
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Real Estate
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now
Wealth Planning
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowMarkets
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 NowCybersecurity
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 NowWealth 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 NowBanking
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read NowOutlook
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read NowMarkets
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read NowBusiness
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowReal Estate
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read NowWealth Planning
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.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.