Peter Ferrante
First Vice President - Investment Officer

Work with Peter Ferrante, CFP^®   

to develop a sound financial platform   

to help achieve your life goals.   

 Peter Ferrante provides
 

• integrated, holistic investment planning
   
• proprietary asset-management solutions 
   
• tax-minimization strategies¹
   
• access to corporate and individual lending solutions² 
   
• succession planning for closely held businesses 
   
• a strong network in Lake and Geauga counties 
   
• an understanding of local business conditions 
   
• exceptional personal service by experienced and highly trained professionals 
   

1 Wachovia Securities is not a tax or legal advisor.
2 Lending services offered through affilates.

 Commitment to Service in

• Periodic meetings to review progress toward your goals
   
• Coordination with your attorney and accountant 
   
• Quick responses to your questions 
   
• Professionals abreast of regulations, technology and trends
   
• Attention to details
   

 You've worked hard.

We help you secure the lifestyle you want.

 Continue through this Web site for a variety of useful information, including calculators, articles, market commentary, a portfolio tracker, and more. Learn about basic concepts of investment planning and review current market performance and data.