Peter T. Waldron

Partner

Phone

925.659.0383

Email Address

Peter@SpectrumWealthPartners.com

Peter Waldron's profile on LinkedIn

Peter Waldron, a partner at Spectrum Wealth Partners, is affiliated with Sagemark Consulting, a division of the registered investment advisory of Lincoln Financial Advisors Corporation. His practice specializes in advising individuals and small business owners regarding their planning needs, with a focus on estate planning, investment planning, retirement planning, and business ownership planning.

Peter delivers objective, strategic, and prudent advice to help his clients accumulate, retain, and transfer wealth. His financial plans are customized and complete, aiding his clients in identifying their financial objectives. Peter then shares the plan with his clients’ other advisors and strategizes with them on the best means of accomplishing their goals. Coordination of advisors in this manner ensures integrity and continuity in both planning and execution.

Peter’s creativity, expertise, and commitment to clients are the keystones of his, and their, success, along with his access to Sagemark’s resources: “The local and national team of professionals at Sagemark Consulting/Lincoln Financial Advisors helps me bring clear solutions to a world full of complexity. I am confident that my clients receive the best possible solutions that I can help provide.”

Peter earned a Bachelor of Arts degree in History with a minor in Economics from Colorado State University.