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
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read Now
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read Now
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read NowAre Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now