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.
How will you be remembered? What is the best way to pass on wealth to the next in line? Will your children accept financial responsibilities? Understanding delicate dynamics around wealth, inheritance and legacy will help us create the right wealth transfer strategy for your family—and a comprehensive estate planning strategies. We will work alongside you and your trusted tax and legal advisors help to ensure the plan is tailored to your wishes and executed accurately and efficiently. Our focus is to help ensure the wealth you’ve created addresses your short- and long-term goals and your family commitments.
Taking businesses full circle
Pre- and post-sale planning, succession planning.
The decision to step away from your business is an enormously personal experience. We strive to obtain all the financial facts around the decisions you need to make, but we also look more deeply at the family dynamics and emotions that may underlie your choices. Our process takes you from the initial stages of exit or succession planning through the closing of your transaction. We can also advise you well before closing on the best strategies for helping you manage the proceeds to pursue future financial goals.
Identifying market opportunities
Portfolio structuring, investment analysis, due diligence.
We actively assess correlations, volatility, liquidity and other variables that differ among sectors, portfolio managers and their preferred allocations—a process that enables us to effectively align our best thinking with current economic and market conditions—and carefully weigh for you all sides of a potential opportunity. Once this rigorous due diligence is complete, we apply our collective insights to prudently execute the solutions we’ve recommended.
Navigating executive wealth
Concentrated and restricted stock positions, risk and liquidity management.
Many of our clients are corporate executives who work for public firms or private business owners who seek funding to expand their companies. They frequently have a number of planning needs that result from significant stock awards. For executives of public companies, we have extensive experience navigating highly concentrated positions that may be subject to Rule 144. We also have a full suite of hedging and lending services that can protect and enhance your positions, should you choose not to sell. For privately held businesses, we can work with our investment banking specialists to determine how best to create liquidity for your family.
Creating impact through strategic philanthropy
Private foundations, charitable trusts, donor-advised funds, gifting strategies.
We can work with you to clarify your philanthropic strategy and the charitable giving program that best reflects your vision and values as well as your investment goals. In doing so, we’ll also offer you access to our considerable professional network of contacts and resources that can help you transform your philanthropic passions into meaningful impact.
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