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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

a husband and wife on a hike up a rocky hill

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...