Nicholas ElsmoNicholas ElsmoWealth Advisor
About Nicholas
Nick Elsmo is a Wealth Advisor at J.P. Morgan Wealth Management.
As an Advisor with the award-winning Amato-Waldbauer Group, Nick works with ambitious wealth creators, high-earning professionals and affluent individuals and their families. He serves as their primary point of contact for all aspects of their financial well-being. Nick employs a planning approach with a holistic overview. His mission is to help define clear goals and bring a disciplined approach to his clients. Building long-lasting relationships and becoming their partner in their financial journey is a top priority.
Nick draws on the resources of the Amato-Waldbauer team—who hold the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst®(CFA®) designations—to deliver discretionary portfolios and wealth management. He taps J.P. Morgan's industry-leading research1, thought leadership and market perspectives in developing his recommendations. Both are conveyed with high transparency and clear expectations as he targets clients' important needs.
Nick knows the value that clients place on exceptional service, and to demonstrate that service, he makes every effort to deeply understand their needs and priorities. His many years of experience and client networks on both the East and West coasts were developed while working with Fisher Investments and Merrill Lynch. His strength lies in his ability to educate clients and simplify complex capital markets information.
A native of Maryland, Nick has deep roots in the MidAtlantic region which propelled him to earn a B.S. from The University of Delaware. He now lives in Darien, Connecticut, with his wife and their daughter. Together, they enjoy traveling and being involved in the local community.
Awards or rankings are not indicative of future success or results.
1Source: Institutional Investor, 2023.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying 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 NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring 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 NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now