Focused on helping you achieve peak financial success
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 pursue peak financial success.
The Resource Group
Peter Robertson is a founding member and past Chairman of The Resource Group (TRG), an internal invitation-only, nationwide network of the top planners within Osaic FA. As a member, we are further empowered to provide you with unparalleled service to address your needs, accessing:
Experienced financial professionals
Meet our team of highly focused financial professionals and support staff.