Advisory Services Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Peter takes a holistic, team-based approach to wealth management, working closely with clients to develop customized strategies that align with their financial goals.
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.
Our team of dedicated professionals are here to support you.
