Peter Wallace

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategies

About

Peter Wallace is a financial consultant based in Fort Lauderdale, Florida, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategy design tailored to each client's unique goals and risk tolerance. Peter employs an in-depth discovery process to understand the specific situations of high net worth clients, including individuals, families, corporate executives, and businesses. His approach focuses on both growing and protecting client assets while leveraging Oppenheimer's resources to address complex financial issues.

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