Peter WelchPeter WelchVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Peter
Peter Welch is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of the Alta Group, Peter works closely with clients who are looking for greater direction in the management of their wealth, helping them enact a more cohesive approach to the opportunities and challenges they encounter. With more than a decade of wealth management experience, he offers the acumen and insight to help clients weigh their decisions, evaluate their priorities and enact steady progress toward their objectives. Peter works in concert with his team to provide an "artisanal" approach to each client's finances—one characterized by intensive customization and a deeply ingrained service ethic.
Intellectually curious, Peter is skilled in getting to the heart of what clients want to accomplish, while designing the most effective route to those ambitions. He notes that the breadth of his team allows them to provide a suite of services in-house, including customized investment management, financial planning, wealth transfer, and pre- and post-retirement strategies. Peter explains that the team's investment process includes both technical and fundamental analysis—a differentiating factor that is instrumental to their approach. Deeply committed to client well-being, Peter points to the satisfaction he derives from his work: he loves helping people. By listening attentively to client needs, he is gratified to support families over the lifecycle of their finances—growing, preserving and transferring their wealth.
Prior to moving to J.P. Morgan Wealth Management with his team in 2024, Peter was a Vice President and Wealth Manager at First Republic Private Wealth Management, which he joined in 2017. His career also includes three years with Fisher Investments. Peter earned his B.B.A. in Marketing cum laude from the University of San Francisco and currently serves in an Advisory Board capacity to his alma mater.
A fifth-generation Californian, Peter is originally from the Bay Area. He spent part of his youth in Texas before returning to his roots. He and his wife, Aliza, met during the pandemic. They enjoy doting on their mini Goldendoodle, Nova. Peter also loves to cook and is willing to try his hand at complex recipes—at least once.
Insights
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.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 NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow 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 NowHow 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