Eric TeichbergEric Teichberg, CFP®, CIMA®Managing DirectorWealth Partner
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About Eric
Eric Teichberg is a Managing Director and Financial Advisor with J.P. Morgan Wealth Partners, a division dedicated to providing comprehensive wealth management services to affluent families across America.
With over 30 years of advisory experience, Eric prioritizes assisting clients in understanding complex financial concepts relevant to their unique needs and circumstances.
He focuses on constructing investment portfolios that align with clients' risk tolerance and financial objectives. Eric develops comprehensive financial plans addressing cash flow requirements, tax strategies, and growth goals. Additionally, he aids in devising strategies for the transfer of wealth to future generations in a tax-efficient manner. He offers guidance on charitable giving and philanthropic initiatives, as well as tailored credit and lending solutions to meet clients' liquidity needs.
As a CERTIFIED FINANCIAL PLANNER® professional, Eric has met the rigorous educational, testing, and experience requirements to be a valued member of this community. As a Certified Investment Management Analyst (CIMA®), he combines practical knowledge with investment theory in advanced portfolio construction and risk management strategies.
Eric graduated from Brandeis University in 1992 with a BA in Political Science. He resides in North Potomac, Maryland with his wife and daughters. In his free time, he enjoys traveling, hiking, gardening, and reading.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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Estate planning for Indigenous Americans
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now