Peter Levinson

Background

About Peter Levinson

Authenticity matters. Details matter. Honesty matters. Volunteering matters. Music matters. Together with my team, The L/A Wealth Management Group we oversee and coordinate the financial affairs of a select group of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Our clients, not the markets, are at the center of our wealth management process. It is important for me to personally connect with every one of my clients in order to truly understand their life priorities, investment personalities and financial situations. My team and I are focused on "Money with a Purpose" or simply put, helping clients realize their specific financial objectives. We add value by utilizing our holistic team approach – focusing on what matters most to each of our clients such as a child's education, purchasing a new home, family legacy planning, socially responsible investing or preparing for income in retirement. I am quite active in the community, having served on many boards of non-profit organizations including being Board Chair of 24 Foundation and North Carolina Hillel. My passions include cycling, playing golf, playing guitar and, cooking. Connect with me if- You are a physician, attorney, business owner or senior executive looking for professional financial advice and guidance - You are currently retired or nearing retirement and are seeking a customized retirement plan - You would like to be connected to anyone in my network - You have a passion for cycling, golf and/or music