Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

Helping you grow more than wealth

The Friedman Peters Group employs a top-down strategic planning approach to managing our clients' wealth. Our job is to help manage risk and grow assets responsibly in order to achieve client objectives. We help clients domicile assets in the optimal trust and estate structures to help minimize taxes, shelter assets from probate and preserve beneficiary entitlements. Strategically, we allocate assets to help maximize portfolio return potential while minimizing risk. This allows us to make the tactical decisions that help add to performance. The concept is to create a balanced portfolio where risk is managed through prudent diversification.

Our planning-based, customized approach begins with a detailed cash flow analysis that lets you know where you stand relative to your goals. We present this to you in a single yet customized wealth plan. This analysis assesses the probability of achieving your goals through a variety of scenarios. We establish what you have, your risk tolerance and how your assets should be allocated to help achieve the highest likelihood of success. After assessing your individual financial goals, liquidity needs, time horizons and risk tolerance, a frame of reference is established for the strategic asset allocation.

Global Insight Monthly

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.