IWM Advisors LLC 10065

Location:

166 East 61st Street - Suite 6BNew York CityNew York10065United States View Map

Revenue:

$2.4 Million

Employees:

12

Phone:

(917) 697-4156
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Description:

After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into the wealth management field, where he represented trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT and later as President of State Street Bank and Trust Company of CT. For the last 14 years, he served as Senior Wealth Director at BNY Mellon in New York City. Peter's passion is working directly with individuals and families to reach their personal and financial goals. He offers his clients deep experience in all facets of wealth management: financial and estate planning, investments and insurance, family dynamics and wealth transfer. To this technical expertise, he adds the ability to see the big picture and to integrate all the components into a cohesive plan. To both clients and other advisors, Peter is known as optimistic, an excellent listener and extremely responsive. Peter founded IWM Advisors to offer clients a conflict-free environment for reaching their goals. He believes that all clients deserve 100% transparency, customization and top-flight service. Education and Professional Distinctions:

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