Providing investment advice since 1986, Peter has assisted numerous families with their retirement planning. Peter has also assisted many small business owners with retirement planning needs such as establishing 401 K's, self employed pension plans and corporate cash management programs.
A career with the Wall Street firms Bear Stearns, Smith Barney and Morgan Stanley led Peter to establish Old North Wealth management group in 1997. Partnering with LPL Financial, the largest independent brokerage firm in the U.S. has allowed Peter to continue to specialize in 401 K rollovers, retirement planning and college planning with independent objective advice.
Serving the needs of Main street investors, our mission is to inspire you to make informed decisions through financial education, communication and service that exceeds your expectations. We are deeply rooted in old fashioned core values such as integrity, knowledge and personalized service.