Private Wealth

Determine your goals

Whether your goals are short or long term, a comprehensive wealth management plan that aligns with your values and aspirations can help you build, manage, and transition your wealth.

We'll work with you

Your financial success is our priority. We'll work with you to create and manage a custom plan that considers your needs, values, and vision for the future.


A plan that works for employers and employees

Pete and Trevor's consulting model offers a comprehensive approach covering plan design, fiduciary best practices, vendor management, investments, committee governance, and participant education.