Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mother daughter on couch

Peter J. Berzins

Senior Vice President–Wealth Management

Financial Advisor

Peter has over 25 years of experience in the financial services industry with a focus in the Municipal Bond and Fixed Income markets. Throughout his career he has worked together with larger institutional accounts as well as families and individuals requiring additional attention to construct personalized portfolios. Peter believes today's fixed income markets require more research and understanding than ever and works diligently to try to uncover special situations to add yield and value to clients' portfolios. His process establishes a clear understanding of each client's unique needs and objectives enabling him to build individually specific portfolios matching suitability, income needs, time horizon and risk tolerance. His clients entrust him to guard their assets and preserve their wealth while aiming to achieve the highest after-tax returns.

Peter earned his bachelor's degree in Economics from Temple University with a minor in German.  He holds both a General Securities Representative (Series 7) and Municipal Principal (Series 53) with FINRA and Uniform Securities State Law (Series 63) and NASAA Investment Advisors Law (Series 65) registrations with NASAA.  Peter is a member of the New Jersey and New York Municipal Bond Clubs.  

Peter lives in Morristown, NJ with his wife and two children. He believes in giving back to the community and volunteers regularly with several philanthropic organizations. He enjoys traveling, spending time with family, and when not reading financial papers, loves to play tennis and practice yoga.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • VA
  • WI
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
  • (908) 470-6256

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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As of 06/30/2022

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