
Max PecklerMax PecklerManaging DirectorWealth Partner
Awards and Industry Recognition


Forbes
About Max
Max Peckler is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Max draws on almost three decades of wealth management experience to help an accomplished clientele grow, preserve and transfer their wealth more effectively. He works with a limited number of clients by design, fostering natural relationships built on enduring trust.
Clients from varied paths look to Max for thoughtful, concise and clear guidance to the complexities that significant wealth can pose. He is skilled in supporting individuals and families in their aspirations to do what they want, when they want, without worrying about the money involved. To that end, Max gains a cogent understanding of each client's full financial picture, identifying opportunities, remedying possible gaps and anticipating challenges that may lie ahead.
Attuned to the needs of each person or family, Max strives to help clients move from "discomfort to comfort," allowing them to gain greater ease in the management of their financial affairs. Clients often become friends, and friends become clients, resulting in a close-knit dynamic designed to deliver the highest quality experience founded on integrity.
Max has worked as a Financial Advisor since 1995. Prior to joining J.P. Morgan, he was a Managing Director with First Republic Private Wealth Management. Earlier, Max spent more than 18 years at UBS, where he was a Managing Director, a Private Wealth Advisor and a Senior Portfolio Manager. He earned his B.A. from Tufts University.
Max and his wife Mindy are very involved in their community. Mindy is the co-founder of a non-profit, Welcome Home, a home goods pantry that collects and redistributes like-new household items to hundreds of people in need each month with no fees, no forms and no requirements. In his free hours, Max is also active with Dana-Farber Cancer Institute, Smile Train, St. Jude's Children's Research Hospital and the Pan-Mass Challenge.
Max and Mindy have two adult children who make them very proud. Their family circle includes two labradoodles, who are best friends. In addition to spending time with his family, Max enjoys golfing, fly fishing, watching movies, listening to podcasts, going to concerts and traveling.
Insights

Why are stocks at record highs with no Iran resolution?
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
3 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 Now
What 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 Now
Emerging 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 Now
The 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 Now
A 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 Now
When 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 Now
The 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 Now
Why 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
Why are stocks at record highs with no Iran resolution?
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
3 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 Now
What 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 Now
Emerging 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 Now
The 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 Now
A 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 Now
When 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 Now
The 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 Now
Why 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
