Forbes Top Advisor and Best in State of MA, $7.5mm Max Peckler, joins First Republic Private Wealth Management.
I was searching for a better way to serve clients and grow my business. I chose First Republic because client service is at the forefront of everything they do. The firm is dedicated to helping their Wealth Managers accelerate growth—plus I’m always just one call away from senior leadership.
Max Peckler, Managing Director and Wealth Manager
First Republic Private Wealth Management
For Max Peckler, this transition was much more about the strong pull towards a better place to serve clients and grow his business—rather than the push away from UBS.
While he built an extraordinary business over nearly 2 decades at UBS – landing on the Forbes America’s Top Wealth Advisors list and taking #2 for Best in State of Massachusetts in 2021 – Max felt he hit a ceiling in terms of how he could grow his business and serve clients.
And the sense that things changed at UBS in the way of increased bureaucracy and less focus on client service, led him to consider what other firms might offer the best opportunity for his business.
Max looked at one option – First Republic Private Wealth Management – and fell in love. Everything about the firm lined up with what he was looking for: The leadership, the value proposition, the community of advisors, and the boutique feel.
It is a premier private bank known for exceptional service and institutional stability, plus offers open architecture with best-in-class products and services without conflicts of interest.
As Max shared, “As a boutique wealth management firm with many fewer advisors than UBS, I am now only one phone call away from executive leadership and any specialist I need to best serve clients—including Trust and Estate, Advanced Financial Planning, Family Wealth Dynamics, and Insurance.”
Diamond Consultants is pleased to have guided Max toward his best business life—and looks forward to hearing about his success with First Republic over the coming years.