As a seasoned wealth advisor, Peter provides comprehensive and personalized wealth planning solutions to high-net-worth families, corporate executives, and business owners. His philosophy of managing wealth starts with creating a roadmap that is deeply rooted in understanding each families’ goals, values, priorities, and concerns. Peter works closely with the entire financial planning team offering cash flow, retirement, estate, gifting, and tax planning advice for our clients. In addition, Peter’s experience in investment planning makes him a valuable member of the firm’s Investment Policy Committee offering firm-wide as well as client-specific investment recommendations. Peter is a CERT