Investment Services Chicago
Peter serves as Senior Wealth Advisor for Midland Wealth Management, working with individuals, business owners, family trusts, and corporations. He takes a comprehensive approach to wealth management, helping clients navigate investment strategies, wealth transfer, risk management, and long-term financial planning. With over 25 years of experience, Peter works closely with clients to custom-tailor financial strategies designed to complement their overall portfolios. His team-based approach brings together specialists across investment management, trust and estate services, retirement planning, and insurance solutions. His focus includes capital preservation, long-term growth, income strategies, and addressing complexities related to estate planning, risk management, and alternative investments. Before joining Midland, Peter held advisory roles at leading wealth management firms, serving high-net-worth individuals, families, and corporate clients. His experience includes portfolio construction, investment analysis, and coordinating financial strategies to support clients’ evolving needs.
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