Alexander Peter Wealth Management - Punta Gorda, Florida

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Alexander Peter Wealth Management: A Comprehensive Overview

For individuals and families seeking comprehensive and personalized financial guidance, Alexander Peter Wealth Management presents itself as a trusted partner. Located in the picturesque community of Punta Gorda, Florida, the firm operates from its offices at 42881 Lake Babcock Dr Suite 200, Punta Gorda, FL 33982. Clients can reach them directly at Phone: 706150822. Their website, Website: alexanderpeterusa.com, provides a wealth of information regarding their services and approach.

Specialties and Services

Alexander Peter Wealth Management specializes in providing financial planning services. They focus on developing tailored strategies to help clients achieve their long-term financial goals. This includes retirement planning, investment management, estate planning coordination, and wealth preservation. The firm emphasizes a holistic approach, considering all aspects of a client's financial life to create a cohesive and effective plan.

Accessibility and Amenities

Recognizing the importance of inclusivity, Alexander Peter Wealth Management is committed to providing a welcoming and accessible environment. The facility boasts a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they offer standard restroom facilities. Appointments are strongly recommended to ensure dedicated attention and personalized service.

Client Feedback and Reputation

Alexander Peter Wealth Management has garnered positive attention within the community, evidenced by 13 reviews on Google My Business with an impressive average opinion of 5/5. These reviews consistently highlight the firm’s dedication to client needs and the knowledgeable guidance provided by its team. It's clear that clients appreciate a professional who demonstrates both financial expertise and genuine empathy – a combination that appears to be central to the firm’s philosophy.

Key Characteristics & Approach

• Personalized Service: Clients frequently mention a strong emphasis on understanding individual circumstances and goals.
• Experienced Professionals: The team possesses a deep understanding of the financial markets and a commitment to staying abreast of industry trends.
• Strategic Planning: Alexander Peter Wealth Management prioritizes developing comprehensive, long-term strategies.
• Transparent Communication: Feedback suggests a commitment to clear and open communication regarding investment decisions and financial planning.

Recommendation

Based on the overwhelmingly positive feedback and dedicated services offered, Alexander Peter Wealth Management appears to be an excellent choice for individuals seeking a trustworthy and experienced financial advisor. We strongly encourage potential clients to explore their services further by visiting their website at alexanderpeterusa.com. Contacting them directly through the website or by phone will allow you to schedule an initial consultation and discuss how their expertise can help you achieve your financial aspirations.

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👍 Reviews of Alexander Peter Wealth Management

Mark K.

5/5

Dave Wattles and his team at Alexander Peter Wealth Management have made great progress with my investment. I always fons Dave and his team informative and engaging. Dave especially has navigated me through change and prosperity. I have found him honest, knowledgeable and also empathetic which means a lot in today's financial markets.
Dave has always considered me first and navigated me through great change. It makes me very happy to compliment Dave and his team members for their continuing great work.

George G.

5/5

Several years ago, when approaching retirement, I decided to take a pro-active approach to managing my various pension schemes. But I needed an advisor who would advise, guide, and recommend and be there for me not just at the outset but going forward.

So, it was with delight I found Alexander Peter Wealth Management and Dave Wattles their US based representative who provide specialist advice to expats living around the world.

Dave demonstrates a passion, knowledge, and a genuine interest in achieving the best for me and this is what makes him a truly professional Financial Adviser.

I highly recommend Alexander Peter Wealth Management, and particularly Dave Wattles with complete trust.

Debra M.

5/5

My late husband & I have been working with Dave & his team for a few years now, my husband always dealt with this side of things, I didn’t have a clue! I just felt useless when talking about retirement, Dave has been very helpful, informative & patient while guiding me through this whole process. He is in touch with me on a regular basis.
I would highly recommend him & his team.

Daniel W.

5/5

I've been working with Dave Wattles and Alexander Peter Wealth Management for a few years now, as I have a UK pension but reside in the US. Dave is very informative, helpful and candid with insightful advice and management skills. I would highly recommend their services.

philip C.

5/5

Like many of Dave's client's I had pension schemes and savings in the UK before moving my life to the US. From our very first discussions my wife and I felt at ease and confident about the advice we received. Transferring & consolidating funds from the UK took a while but the resulting performance in investments made the effort truly worthwhile.

Brett A.

5/5

I've worked with Dave Wattles for a number of years, starting with the transfer of my UK based pension and, over the last few years an IRA rollover.
I've always received good, pragmatic advice on a regular basis and am happy with the results and my relationship with Dave and the team.

Paul S.

5/5

We utilized Alexander Peter Wealth Management to transfer pension funds from the UK to USA. . The whole process was managed professionally with great communication from Dave Wattles and his team. I can recommend them highly to any potential investor.

Mark

5/5

Dave and his entire team at Alexander Peter Wealth Mgt have been extremely helpful, very knowledgeable and efficient in the management of our accounts. Dave meets with me regularly, provides excellent market commentary and has been with me for several years now. Highly recommend.