Seth GoldmanSeth Goldman, CFP®Vice PresidentWealth Advisor
About Seth
Seth Goldman is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. He develops asset management strategies that address the complexities of significant capital.
A seasoned professional with over two decades of experience, Seth manages portfolios for corporate executives, business owners, medical professionals and retirees. He works directly with clients to develop tailored and appropriate strategies to limit their downside risk.
As a practitioner of holistic wealth management, Seth is pleased to offer clients a boutique experience coupled with the wide breadth of J.P. Morgan's industryleading resources. These include institutional research, intellectual capital, trust and estate capabilities, mortgages, lending and credit products that help address individualized financial goals. He devotes his attention to carefully monitoring and adjusting portfolios, and attending to the entirety of each individual's wealth.
A graduate of Alfred University, Seth earned a B.A. in Political Science. He holds the CERTIFIED FINANCIAL PLANNER® credential, one of the most respected designations in wealth management. He is currently a member of the Certified Financial Planner Board of Standards.
Prior to joining J.P. Morgan in 2009, Seth was a Vice President at Citi Private Wealth Management as part of a group designated to concentrate exclusively on corporate executives and ultra-high-networth individuals.
Seth lives with his wife, Melissa, and their two daughters in Chappaqua, New York. He volunteers regularly with local educational and development organizations as a means of paying forward the help he received as a child to build successful strategies that addressed his dyslexia diagnosis. In his free time, Seth enjoys playing golf and skiing.
CFP Board owns the marks CFP®and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now