Peter Culver
My blogs
| Gender | Male |
|---|---|
| Industry | Investment Banking |
| Occupation | Family Wealth Advisor |
| Location | United States |
| Introduction | I help high net worth individuals and families build successful financial futures. Working together, we integrate investments, cash flow, estate planning and family dynamics into one coordinated strategy. A key specialty of my practice is helping clients work through major - and often sudden - financial transitions: sale of a business, retirement, death of a spouse, divorce, serious personal injury. I help my clients surmount these challenges. I have over 25 years of experience working with clients from many diverse backgrounds: entrepreneurs, corporate executives, financial services professionals, multi-generational families. This experience allows me to work efficiently, and to help you break though the “noise” coming from Wall Street and the media. My core values are: trust, loyalty, customization and responsiveness. I will “go the extra mile” to understand your particular situation and tailor specific solutions to meet your needs. Are you facing an important transition, or worried about meeting your financial goals? To discuss your unique situation, please contact me at 917.697.4156 or PCulver928@gmail.com. For additional information, please visit me at linked.com/in/pculver |
| Interests | Investment, wealth management, retirement planning. |