The Peter J Anderson Law Office in Santa Monica, CA offers comprehensive wealth management services to clients and their families. The team is dedicated to understanding the opportunities and aspirations represented by your assets, going beyond mere numbers. Supported by Merrill's investing insights and Bank of America's banking products, they develop personalized financial strategies tailored to your unique goals.
With a "family tree" approach, the team at Peter J Anderson Law Office embraces each generation within your family. From young adults starting their financial journeys to retirees enjoying the fruits of their labor, they cater to various life stages. They proactively rebalance portfolios to ensure they align with your wealth objectives, especially during market fluctuations, providing a steady path toward your financial goals.
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