Going the distance across generations
Peckler Wealth Management
617-439-8686
855-829-1986
UBS Financial Services Inc.
One Post Office Square
34th Floor
Boston, MA 02109
At Peckler Wealth Management, our clients trust that we truly understand what matters to them. We are caring and insightful wealth managers who anticipate what they might need—often before they know themselves. We are tirelessly focused on their financial well-being, their families and their future. In fact, our clients encourage us to establish relationships with their children and even their parents, because every generation can benefit from good advice and more informed financial decisions.
Wherever you are in life, whatever your questions, goals or challenges, we strive to be your one financial resource for addressing them. From tax-efficient retirement income planning and the long-term care of aging parents to a business succession strategy or a multigenerational estate planning strategy, you can trust that our team will go the distance to deliver the right solution and the uncompromising service to see it through.
Advice for your life. Planning for your future.
Managing wealth across generations
Wealth transfer, inheritance planning and estate planning and trust strategies.
Taking businesses full circle
Pre- and post-sale planning, succession planning.
Identifying market opportunities
Portfolio structuring, investment analysis, due diligence.
Navigating executive wealth
Concentrated and restricted stock positions, risk and liquidity management.
Creating impact through strategic philanthropy
Private foundations, charitable trusts, donor-advised funds, gifting strategies.
We look beyond managing your money
Our clients’ complex financial life encompass much more than investing. Learn about how our approach we call Advice. Beyond investing. can help you find answers to your questions about pursuing the goals that matter—for every part of your life, at every stage of your life.
Max Peckler has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Financial Times 400 Top Financial Advisors, 2012 – 2016
- On Wall Street's Top 40 Advisors Under 40, 2008 – 2012
Our perspectives
Insights