As Chief Investment Strategist, Peter manages a nationwide roster of SWP’s largest clients. He is particularly skilled at creating custom built financial plans designed to maximize retirement income, increase investment performance, and decrease the lifetime tax bill. In short; Peter thrives on removing the stress of financial planning by helping clients retire on their terms. In addition to his client responsibilities, Peter oversees the strategic direction and implementation of SWP’s alternative investment platform. As a Chartered Financial Analyst (CFA®), the highest level of professional recognition in the financial industry, Peter has 15 years of experience in portfolio management, inve