With over 40 years of experience guiding individuals and families through all stages of their financial lives, Peter Voss brings seasoned perspective, deep industry knowledge, and a steadfast commitment to fiduciary care.
Professional
As an advisor at Clearwave Capital, Peter specializes in helping clients build, preserve, and transfer wealth through personalized, goals-based planning. Over the decades, he has advised clients through changing markets, evolving tax laws, and major life transitions—always with a calm, client-centered approach.
Clearwave Capital provides truly independent advice, free from the constraints of proprietary products or sales incentives. Operating under the RIA model allows him to offer objective guidance rooted in each client’s best interest—a standard he has upheld since day one.
Areas of focus include retirement income strategies, investment management, legacy planning, tax efficiency, and multi-generational wealth planning. He works with a diverse group of clients, including retirees, professionals, business owners, and high-net-worth families.
Peter holds Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified Retirement Plans Specialist (CRPS®) designations, and takes pride in building lasting relationships based on trust, transparency, and results.
Personal
When not working with clients, he enjoys traveling and family time.