Focused on helping you achieve peak financial success

Estate planning

A trusted guide

For more than 30 years, we have collaborated with highly affluent executives, business owners, and their families to address their unique, complex, and multifaceted financial needs. Our goal is to help our clients achieve peak financial success by providing a first-class, highly personalized approach to managing their wealth.

We maintain responsibility for managing the magnitude of our clients’ wealth, while providing support across the full scope of their lives. Our advice extends beyond the network of our team, as we work closely with our clients’ advisors to provide comprehensive, specialized, and collaborative support, enabling them to achieve peak financial success.

The Resource Group logo

Peter Robertson is a founding member and past Chairman of The Resource Group (TRG), an invitation-only national association of the top 200 planners within Lincoln Financial Advisors. As a member, we are further empowered to provide you with unparalleled service to address your needs, accessing:

A think tank of shared intellectual capital. Insight and support to offer exclusive solutions.
Cutting-edge tools and resources.
Opportunities for professional development.

Experienced financial professionals

Meet our team of highly focused financial professionals and support staff.