Peter B. Wolk, Wealth Advisor, began his financial services career in 1977. His background as a former tax and estate planning attorney has equipped him to simplify complex estate planning topics so his clients can feel confident in his advice. As a financial advisor who resides most of the year in Miami, Florida, Peter serves clients across the country with a disposition only a healthy dose of sunshine could bring.
Realizing his passion for helping widowed and divorced women, Peter helps with the unique aspect of living on their own after transitioning out of the relationship. When adding money into the equation, it can be much more complicated. It is unknown territory for most; trust and confidence are critical to moving forward. In almost all cases, retirement is a key issue, along with the safety of an individual's principal.
Peter believes that there really is a science, game plan if you will, to money that can be simple and effective. His job is to create comfort and provide easily understood choices. He believes there is a science to money and that it doesn't have to be complicated.
Peter received his Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.
Prior to becoming an investment counselor, Peter practiced estate planning and tax law in the Boston area.