Peter W. Grassi | AIF®
Role and Expertise
As managing partner of Wealth Management at FRS, Pete works closely with a diverse client base, offering them honest advice and tailored options to suit their specific needs. Bringing over 20 years of experience, Pete provides a holistic financial planning approach with a focus on investment management and trust, estate and business succession planning.
Whether it’s an individual, family or business, Pete believes in the fiduciary standard of care for every client and always advises them on what is truly in their best long term interest by identifying, implementing and adjusting the strategies and techniques that will match their objectives. By pairing his extensive knowledge of the investment landscape with a unique understanding of his clients’ circumstances and goals, Pete provides sound investment guidance and wealth management solutions that his clients can trust.
Pete earned his bachelor of science from Thomas Jefferson University. He started his career in finance at New England Financial, where he began as an advisor and, ultimately, became part of the senior management team of one of the largest financial planning offices nationwide. He holds series 6, 7 & 63 securities registrations through LPL Financial and he recently obtained the Accredited Investment Fiduciary (AIF) Designation.
Pete and his wife, Megan, are busy raising their three daughters, Grace, Sara and Sophia. He is actively involved in his children’s sports and activities and serves on several boards throughout his community.
Licensed Investment Advisor Representative
Accredited Investment Fiduciary®
B.S., Thomas Jefferson University