Alexander, Peter

Who We Are

At PeterAlexander & Co. Inc, we are dedicated to helping you achieve financial success. We understand that managing finances can be overwhelming and confusing, much like trying to complete a jigsaw puzzle with a multitude of pieces. That's where we come in. Our team of experienced professionals is committed to helping you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work towards your goals.

What We Do

We provide comprehensive wealth management services to our clients, a unique approach that sets us apart from other firms. Our goal is not to sell products but to create individualized strategies that cater to each and every one of our clients' needs. We have decades of experience in the financial services industry and are supported by a team of experts.

We understand that the financial needs of business owners and professionals in our community are unique. That's why we have built our firm around helping you plan for your future by offering a wide range of services, including retirement planning, investment management, estate planning, insurance, tax planning, and money management.

Retirement

Our retirement planning services are designed to help you accumulate the money you will need to pursue the activities you want in retirement. We take the time to understand your goals and develop a plan that considers your risk tolerance, time horizon, and lifestyle.

Investment

Our investment management services are tailored to your needs. We work with you to create a strategy that takes into account your risk tolerance, time horizon, and goals. Our team continually monitors market conditions and adjusts investment strategies as needed to help you pursue your financial objectives.

Estate

Estate planning is an essential part of a comprehensive wealth management strategy. We work with you to develop a plan that manages your personal affairs while you're alive and controls the distribution of your wealth upon your death. Our goal is to help you protect your loved ones from the financial consequences of life's unexpected events.

Insurance

We understand the importance of having a well-structured insurance strategy. We work with you to develop a plan that includes life, disability, and long-term care insurance to help protect your family and loved ones from the financial consequences of unexpected events.

Tax

Tax planning is a critical component of financial success. We work with you to develop a tax strategy that considers your income, deductions, and credits. Our goal is to help you keep as much of your hard-earned money as possible.

Money

Managing your money is more than simply making and following a budget. We take a holistic approach to money management that includes budgeting, savings, and debt management. Our goal is to help you make informed decisions about your money.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging lifestyle-related matters. We work with you to develop a plan that considers your goals, values, and lifestyle. Our goal is to help you live a fulfilling life while pursuing your financial objectives.

At PeterAlexander & Co. Inc, we take protecting your data and privacy very seriously. We are committed to safeguarding your data and adhere to all applicable laws and regulations.