Most money management firms fall under distinct styles or categories of investments within their asset class; over time, these styles go in and out of favor with the market.  Individual managers also have their moment in the sun—as well as times of lackluster performance.  The Peters Wealth Advisor team approaches investing from an entirely different perspective.  First, we manage all investment portfolios as a team—with each team member adding diverse expertise, perspective and creativity.  Partnerships with successful fund managers complement and further strengthen our local team.

In addition to partnerships with highly esteemed fund managers, Peters Wealth Advisors has assembled a group of professionals who collaborate in providing cohesive financial, legal and tax advice to our clients.  Clients benefit from the expertise of an estate planning attorney, a CPA, an independent insurance specialist and, of course, our own investment experts.  This elite group interacts with one another pooling the disciplines of these fields in developing recommendations from a holistic perspective.  Counseling is unique to each client, unified, and fully integrated. Our clients have concise recommendations, eliminating the confusion a client faces when having to choose between the advice of one expert over another.

Investment management based on a financial plan is the main focus at PWA. For clients who are pre-retirees, this involves setting appropriate goals for saving in addition to investing. The kind of monthly savings targets you set for the last five to 15 years in which you are working can dramatically affect the standard of living that you will be able to enjoy in retirement. This planning role for many clients includes reviewing and making recommendations about investments to insurance coverage. At times it can even involve discussions on how to reduce spending to free up money for more important retirement needs and meeting client legacy goals.

We focus on two key issues: The first is to consistently achieving above-average returns without exposing a client to levels of unacceptable risk. The second is how to make sure that each client has adequate funds to secure a comfortable retirement, at the heart of most client concerns.