Alexander Peter Wealth Management - Punta Gorda (FL)

5 /5 Mark Kochanek-Freeman: Dave Wattles and his team at Alexander Peter Wealth Management have made great progress with my investment. I always fons Dave and his team informative and engaging. Dave especially has navigated me through change and prosperity. I have found him honest, knowledgeable and also empathetic which means a lot in todays financial markets. Dave has always considered me first and navigated me through great change. It makes me very happy to compliment Dave and his team members for their continuing great work.

5 /5 George Georgiou: Several years ago, when approaching retirement, I decided to take a pro-active approach to managing my various pension schemes. But I needed an advisor who would advise, guide, and recommend and be there for me not just at the outset but going forward. So, it was with delight I found Alexander Peter Wealth Management and Dave Wattles their US based representative who provide specialist advice to expats living around the world. Dave demonstrates a passion, knowledge, and a genuine interest in achieving the best for me and this is what makes him a truly professional Financial Adviser. I highly recommend Alexander Peter Wealth Management, and particularly Dave Wattles with complete trust.

5 /5 Daniel Wineman: Ive been working with Dave Wattles and Alexander Peter Wealth Management for a few years now, as I have a UK pension but reside in the US. Dave is very informative, helpful and candid with insightful advice and management skills. I would highly recommend their services.

5 /5 Debra Mawson: My late husband & I have been working with Dave & his team for a few years now, my husband always dealt with this side of things, I didn’t have a clue! I just felt useless when talking about retirement, Dave has been very helpful, informative & patient while guiding me through this whole process. He is in touch with me on a regular basis. I would highly recommend him & his team.

5 /5 philip chappelle: Like many of Daves clients I had pension schemes and savings in the UK before moving my life to the US. From our very first discussions my wife and I felt at ease and confident about the advice we received. Transferring & consolidating funds from the UK took a while but the resulting performance in investments made the effort truly worthwhile.