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
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As 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
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As 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 Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now