Christian AchChristian Ach
Executive Director
Wealth Advisor

"My clients are high-net-worth individuals, primarily strong, independent women, who want financial guidance and advice from a trusted professional partner. I enjoy helping my clients to find and fund their purpose, protect and enhance their assets, and navigate the complex financial changes that come along with life-changing events"

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023

About Christian

I am an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management and a partner at Purpose Driven Investment Group.

I help my clients invest in alignment with their personal values, so they can shape the legacy of their wealth to not only meet their financial needs but also to benefit future generations, charities, and institutions.

Empathetic and compassionate, I enjoy getting to know each of his clients- from their hopes and dreams to their financial history and relationship with money, to their favorite sports team. My keen listening and emotional intelligence put my clients at ease, knowing I truly understand their goals. My financial acumen allows him to guide clients through the complex financial ramifications of major life events, like the sale of a closely held company, stock option compensation or inherited wealth.

My professional background includes roles at Bear Stearns Private Client Services, CIBC-Oppenheimer, and as a software executive.

Outside of the office time, you won't find me at the country club or the golf course, but rather spending quality time with my wife, Andrea, and my two kids. We enjoy hikes in the Bay Area, skiing in Tahoe, and visiting family in Colorado.

Insights

Banking

Managing cash: Make sure your assets are well protected

January 9, 2024Today, choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Wealth Planning

Trusts: 3 myths and the real story behind them  

January 9, 2024Make sure you know the score before you set up a trust.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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