Christian AchChristian AchExecutive DirectorWealth Advisor
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About Christian
Christian Ach is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Christian is a lead advisor of the Purpose Driven Investment Group— a boutique wealth management practice serving approximately 75 families across the country as their Family CFO.
The Family CFO role is the organizing principle of everything Christian does. Most families have good professionals handling different pieces of their financial life — an investment advisor, a CPA, an estate attorney, a banker. What they rarely have is someone making sure all of those pieces actually work together. Christian fills that gap, integrating investment management, banking and lending, tax strategy, estate planning and charitable giving into a single coordinated picture — backed by the scale, balance sheet, and global resources of J.P. Morgan.
His clients are executives, business owners, and multigenerational families who have reached the point where financial complexity is real and coordination matters as much as the underlying investments.
Christian came to San Francisco in 1996 after graduating from DePauw University—planning to stay a year or two. He spent the next several years working in technology. As the dot com boom was coming to a close, his last company raised a Series D and spent it on t-shirts and keychains. He took it as a sign. He joined the training program at Oppenheimer, built his initial book from the relationships he'd made in tech, and in 2003 founded the Purpose Driven Investment Group — built on the belief that every family's wealth has a purpose, and that the right advisor's job is to help them achieve it.
Christian holds a CIMA certificate from the Wharton School and is a graduate of DePauw University. He lives in San Francisco with his wife Andrea and their two children.
Insights
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