Wealth PartnersPeckler Wealth Management
About Peckler Wealth Management
Welcome
At Peckler Wealth Management, we are proud to advise a select group of clients who have achieved much in their lives. They look to us as a single source of integrated wealth management. We are gratified to "say yes" to that privilege, earning clients' loyalty over time.
Our founder, Max Peckler, has almost thirty years of wealth management experience. Max's perspective and judgment have been honed over multiple market cycles and economic conditions. He is adept in supporting families in their efforts to maximize their assets, transfer wealth to the rising generations, prepare for liquidity events, engage in ongoing wealth planning, generate consistent cash flow and cultivate strong stewardship. Clients come to see Max as "their guy" for any financial decision—a mantle he embraces.
Max's efforts are bolstered by his high-performing team, who work in concert to deliver a preeminent client experience founded on precision and professionalism. When clients engage with any members of the team, they are known and understood. That institutional memory is a critical underpinning of each relationship, allowing us to deliver highly personalized advice that reflects the distinctive circumstances of each client.
An enduring client ethic founded on trust
We cultivate long-term relationships that reflect our abiding concern for each client and family. Their well-being is the metric that matters most to us. We uphold that commitment through our actions and day-to-day decisions, cementing genuine ties that often mature into lasting friendships. Clients rely on us for unbiased advice and a different caliber of insight:
- An informed perspective. We help families discern what they can do, how they can do it, and why they should do it, when contemplating decisions at the heart of their wealth. We are comfortable offering advice because we have guided similarly situated clients many times before.
- An emphasis on client convenience. We strive to make clients' finances as streamlined as possible, removing the administrative burdens that can accompany substantial wealth. We work hard so that clients can rest more easily.
- A focus on family. The clients we advise want to take care of their families, first and foremost. We honor that intention by doing everything we can to promote financial security for their loved ones, putting the structures in place to harness opportunities and foster strong stewardship across generations.
- A high-performing culture. We understand the importance of impeccable service, and we follow through on that intention by being people of our word. We do what we say we will do, ingraining that reliability as an unwavering core of our practice.
- A seasoned trust. We know that trust is earned over time. We would expect nothing less. As a team, we look to become part of a family's essential fabric, helping them weigh the decisions and navigate the pathways that provide comfort and poise for generations to come.
We welcome the chance to speak with you about your wealth management needs.
Meet Our Team
Insights

How to use life insurance as a financial asset
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July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
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July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
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Private credit: Promising or problematic?
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The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
What is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now