Peter Baumstark Email & Phone Number

For the past 30 years, I have been providing financial and wealth management advice and services to individuals, affluent families, and businesses. My focus is portfolio asset allocation, investment management, as well as retirement and wealth planning. For business clients, I provide advice in the areas of cash management and employer retirement plans.I always begin the wealth management process by thoroughly discussing each client's goals and expectations. Equipped with this knowledge, I can help clients set targeted objectives that are flexible enough to adapt to their changing needs.I understand that each family and business owner has unique circumstances requiring individualized attention. I work closely with my clients' other trusted advisors including attorneys and accountants to address their clients tax, trust, philanthropic and estate issues--including wealth transfer strategies--to truly be an essential resource. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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  Wealth Management Advisor, Vice President

  Merrill Lynch Wealth Management

  Apr 1990 - Present

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  Palos Verdes High School

  High School Diploma/Ged