We never stop listening — and always stand ready to guide you through changes in your goals, circumstances, and the world at large.
Our comprehensive financial planning services bring together all aspects of your financial life, from investment management, taxes, and estate planning to retirement, asset protection, and charitable giving.
We believe that your wealth can make a difference. Our internal team can help you align your spending, investing, and giving decisions with your values. From Donor Advised Charitable Trusts to gifting strategies and family foundations, we can analyze your options to make your life’s impact outlast you.
As a creator of one or more businesses, you don’t intend to rely upon 401(k) accounts as your only exit strategy. Your business is a key part of your net worth, a significant investment, and a potential source of future financial security. WealthSource can combine your business and personal life into one big picture — to empower you to make the best choices, leverage your hard work, and position you for success in every way that matters.
We believe that tax planning should be a proactive and continuous process, not something you power through in March and April. From calculating quarterly estimated tax payments to optimizing deductions and keeping you abreast of the latest tax laws, the WealthSource team can help you make tax-smart decisions.
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.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.