"'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.


Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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