Have a general question we can answer via chat?

Monday – Friday
7:00AM – 7:00PM CST
Chat with Us


735 Tank Farm Rd, Suite 240
San Luis Obispo, CA 93401

(800) 546-0123


Drop us an email here and we’ll get back to you soon.

Ask Your Question

    Get your question answered!

    Local Presence, National Reach

    Miami Beach, FL 33139

    617-299-8488 Meet Your Advisor

    Peter B. Wolk is a former tax and estate planning attorney who started his career in financial services in 1977. As a graduate of the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics, Peter likes to help business owners set and attain goals that help them merge their business and personal lives. Moreover, his estate planning background gives him the ability to explain complex estate planning topics to his clients in a way that they can easily understand so that they can plan for post-retirement family affairs.

    Peter has also found a passion in helping widowed and divorced women. There is a unique aspect to living on your own after having a relationship; when you add money into the equation, there is a stability that is sought for. It's unknown territory for most; trust and confidence are critical to moving forward. In almost all cases, retirement is a key issue, along with safety of principal. Peter believes that there really is a science, game-plan if you will, to money that can be simple and effective and that his job is to create comfort and provide easily understood choices.

    See all Advisors