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
2025 • 2024 • 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

Markets

What’s on the horizon for the new House reconciliation bill?

May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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