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4423 Point Fosdick Drive Northwest
Suite 200
Gig Harbor, WA 98335
(253) 851-3867



"I want my clients to feel comfortable with the decisions they are making. By making financial planning easy, I give them the freedom to enjoy each day more."
- Peter Stefanic  

Asset Management and Retirement Planning 
To help people develop a sense of balance in life, Peter provides comprehensive financial advice and services. By developing holistic financial strategies and providing premium personal attention, Peter provides his investors with a sense of confidence as they face their futures. 

Peter's comprehensive services include:

  • Retirement Planning
  • Wealth Management
  • Estate Planning
  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Variable Life Insurance
  • Universal Life Insurance
  • Fixed Life Insurance
  • Long Term Care Insurance
  • IRAs
  • Roth IRAs
  • Stocks
  • Municipal Bonds
  • Corporate Bonds
  • SEP IRAs
  • Managed Accounts
  • 403(b)s
  • 401(k)s
  • REITs
  • Limited Partnerships
  • No-Load Mutual Funds
  • Wrap Accounts
  • Asset Management