Peter develops long-lasting relationships with his clients and their families, becoming a trusted partner in decisions wherever life and wealth intersect. He draws from his 30 years of experience and advanced skill set in estate and tax planning to simplify complex financial ecosystems. He works closely with clients to mitigate dangers and capture opportunities. Peter asks the right questions to create a plan that ensures clients continue to follow their TruNorth when making important decisions. His clients trust the advice they receive because Peter and his team are fiduciaries. They do not earn commissions and will never accept commissions. Peter established TruNorth, an independent adviso