About


panastasian@wealthenhancement.com


Peter began his career in 1998 as an advisor at a boutique Park Avenue investment firm. Three years later, he moved on to Smith Barney before becoming an independent advisor in 2004. He joined CJM Wealth Management in 2006 as Managing Director and Partner, where he was a major contributor to the firm’s growth and development. Peter specializes in wealth management, asset protection and tax minimization strategies for ultra-affluent families and closely-held businesses pre- and post-liquidity. He is widely recognized for his expertise in subjects such as asset protection, risk management and business succession planning. Peter lives in Queens, NY with his wife and two children. An avid soccer fan, he enjoys playing competitive sports and traveling.



Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.


Education

  • BS, Pace University

Articles by topic

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Blog

Want to raise financially savvy kids? Discover 4 practical ways to teach children about money—from earning allowances and managing cash to saving smartly and giving back.
Peter Anastasian

Blog

For most of us, ensuring the financial security and prosperity of our loved ones is extremely important. Gifting stocks to children in a low tax bracket (i.e., college students, graduate students, unemployed, etc.) allows us to share our success. It presents an opportunity for tax-efficient wealth transfer.
Peter Anastasian

Blog

If you’re almost ready to retire, you might be thinking you’re in the home stretch. You can see the finish line, and once you get there, the rest of your life will be nothing but playing golf and sipping pina coladas. The rest is in your financial advisor’s hands. After all, they got you to this point. Why wouldn’t they be able to get you through it?
Peter Anastasian

Newsroom

Peter Anastasian, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Bloomberg in “How to Navigate a White Collar Recession.” 
Peter Anastasian

Newsroom

Peter Anastasian, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s byline “A Little-Know Tax Secret: Learn the Benefits of the Annual Gift Tax Exclusion” was published by Real Assets Advis
Peter Anastasian

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