Nancy Peterson

WORK HISTORY

EDUCATION

SKILLS

ABOUT NANCY PETERSON

For more than 25 years I have helped wealthy families develop and implement financial strategies based on their specific needs. I currently work with clients in the U.S. and in Mexico, and am very familiar with the challenges faced on both sides of the border. Over the years I have worked with clients throughout all of Latin America and Europe. Having worked as a discretionary portfolio manager earlier in my career, my traditional area of expertise is investment management, however, in order to provide comprehensive wealth strategies it has been necessary to become well versed in estate planning, taxation, the global exchange of information, credit, and much more. As a result, my clients trust me to guide them in all aspects of their financial life, knowing that I will introduce them to a trusted expert, who will help manage specialized matters such as real estate, immigration, etc. My goal is to ensure that clients receive personal attention and high quality service in all matters so that the demands on the client are minimized. That objective is achieved through team effort and 24/7 dedication. I am happy to say that I continue to work with longtime business partner, Maria Fernandez, whose legal training is a constant benefit to the team, and with Diana Helliwell, whose expertise in financial operations and investment analysis enhances the client experience. The entire team is bilingual (English/Spanish). In October 2015, we moved to Bolton Global Capital, whose wealth management platform allows us more freedom to expand our capabilities and better serve our clients. Bolton’s clearing and custody is through Bank of New York/Mellon, assuring the highest level of security to our clients.