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3201 Danville Blvd

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Alamo, CA 94507

CA Insurance License #0E47827

peter.waldron@lfg.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Peter T. Waldron is a Registered Representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corporation, a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Securities offered to residents of AL, AZ, CA, CO, CT, FL, HI, ID, IL, KY, LA, MA, MD, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA & WA. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Waldron Partners is not an affiliate of Lincoln Financial Advisors. CRN-3938793-113021

Lincoln Financial Advisors and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

Peter Waldron California Insurance License #0E47827