Robert NicastroRobert Nicastro, ChFC®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Robert
Robert Nicastro is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
In 2023, he joined the firm from First Republic, where he spent two years with the team as Vice President, Wealth Manager. Previous to that, Robert worked for ten years alongside his colleagues as a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management.
Day in and day out, Robert addresses the sophisticated planning needs of the team's ultra-high-net-worth clientele—C-suite executives with issues surrounding concentrated stock positions, business owners contemplating the sale of their enterprises, family members with conflicting visions, and retirees looking to create enduring legacies.
Robert does his best work for clients whose financial pictures are complex and require a more comprehensive approach. He believes that clients stay with him and refer others due to his integrity, sensitivity and technical skills.
A golf enthusiast, Robert and his wife, Isabel, reside in Seaford, New York. They are proud parents of two children, including a member of the U.S. Marine Corps.
Insights
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June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
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June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowUS inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now