Accommodating wealth accumulation, protection, preservation, and proper transfer of wealth to family and loved ones, Peter recommends personalized plans that are adaptable to his clients life changes. His process begins by understanding each clients financial objectives simply listening to his clients needs, and goals. With the use of sophisticated planning tools and professional resources, Peter matches each clients objectives with customized solutions to create a tailored plan. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.