Peter Roselle
Peter Roselle is the NYC Director for Archetype Wealth Partners, a leading Wealth Advisory firm specializing in family legacy planning and advanced charitable giving strategies. Peter is a published author on the topic of Sustainable Investing and a thought-leader in the growing field of portfolio values-alignment.
All Posts by Peter Roselle
Start the Conversation- Investing with the Next Generation
August 24, 2018
Sometimes it can be difficult to bridge the generational gap to talk about investments. Our clients often ask us to help facilitate discussions with their heirs about investing...
