Peter G. Magnuson

Retirees


Nurturing wealth so you can live a longer, better life.

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Corporate Retirement Plans


Helping you establish and oversee a variety of plans.

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Individuals


A sophisticated approach to wealth management

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Families


A pragmatic approach to wealth management.

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Women Investors


Understanding the challenges women face and how to help.

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Endowments & Foundations


Delivering strategic solutions to support and sustain the mission of your foundation.

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Business Owners


Unique solutions for business owners and entrepreneurs.

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Corporate Executives


Helping you manage your financial success.

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Boardwalk to Green River

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.

Franklin D. Roosevelt