Peter Waldron is Managing Partner at Waldron Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as an investment advisor representative. His practice specializes in working with Ultra High Net worth Families on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning.
With more than 17 years in the financial services industry, Peter joined Waldron Partners in 2004.
Peter delivers objective, strategic and prudent advice to help his clients accumulate, retain, and transfer wealth. Peter creates customized, comprehensive financial plans helping his clients identify their key objectives to help them reach their financial goals. Peter then takes the plan and ensures he communicates and strategizes with his clients’ other advisors. This provides coordination between all of the advisors and to ensure continuity in the client’s financial plan. Peter’s creative expertise and commitment to his client relationships has fostered the growth of his clientele.
Peter T. Waldron earned a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University in Fort Collins, Colorado. Currently, Peter’s family of 7 resides in Alamo. He and his wife spend their personal time with their 5 children. He was born in Montclair, New Jersey and grew up in Alamo, where he continues to serve his community through his active philanthropy.