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
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now