Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-In-State
2024
America's Top Wealth Management Teams
2024
Top Wealth Management Teams Best-In-State
2025

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

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing 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
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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