Weintraub Peter is a financial advisory firm based in Philadelphia, PA, offering a range of services to business owners, corporate executives, families, individuals, retirees, sudden wealth recipients, and women investors. Their team of experienced professionals provides education planning, financial planning, fixed income services, investment solutions, longevity planning, portfolio management, retirement planning, risk management, and sustainable investing.
With a focus on personalized service and a client-centric approach, Weintraub Peter distinguishes itself by providing valuable insights and commentary on behavioral finance, including topics such as familiarity, loss aversion, overconfidence, and mental accounting. Their goal is to help clients make informed financial decisions and achieve their long-term goals.
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