Welcome

Peter Bailey and his team form a wealth management firm. We offer a wide range of financial services and products to help our clients achieve their financial and lifetime goals.

As a wealth management firm we provide our clients with objective and comprehensive advice on a wide variety of financial matters. In addition, we're also able to implement these recommendations and can assist our clients by providing products from a range of financial institutions.

Working with external service providers and specialized business associates, our advisors are able to provide our clients with access to additional knowledge and expertise required to address many financial issues that may occur.

We currently offer services that include Retirement Planning, Education Savings Programs, Estate Planning & Tax Strategies, and other Investment options.

Please call us directly for more information. We are here to help and can offer you the expertise required to manage all your financial affairs.