Peter B. Wolk is a wealth advisor with OneDigital. His background as a former tax and estate planning attorney has equipped him to simplify complex estate planning topics so his clients can feel confident in his advice. Peter resides most of the year in Miami, Fla., and serves clients across the country with a disposition only a healthy dose of sunshine could bring.
Peter’s passion is helping widowed and divorced women. He helps with the unique aspect of living on their own after transitioning out of the relationship. When adding money to the equation, it can be much more complicated. It is unknown territory for most people, where trust and confidence are critical to moving forward. In almost all cases, retirement is a key issue, along with the safety of an individual’s principal.
He believes that there really is a science, a game plan if you will, to money that can be simple and effective. His job is to create comfort and easily understand choices. When you think of money as a science, it doesn’t have to feel complicated.
Peter received his Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania. Prior to becoming an investment counselor, Peter practiced estate planning and tax law in the Boston area.
