Personal Financial Services

Peter Ferrante believes that working with him will simplify your financial life. You’ll know your entire financial picture and have more confidence planning for significant financial goals such as the retirement lifestyle you want. Together you'll craft holistic, integrated financial strategies. These will be implemented with exceptional personal service by experienced and highly trained professionals.

 

Individual Financial Services

  •  Holistic, integrated investment planning
  • Proprietary asset-management strategies
  • Education funding
  • Retirement income design & implementation
  • Estate planning -- complex charitable remainder trusts and generational trusts1
  • Estate planning -- gifting strategies
  • Securing adequate insurance including life and long-term care1
  • Tax-minimization strategies2
  • Liquidity and lending solutions1

1 Trust, life insurance and lending products and services are offered through affiliates.
2 Wachovia Securities is not a tax or legal advisor.