The Team

Endurance Planning Group
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Peter Wilder

Peter Wilder

Private Wealth Advisor

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Designations

MBA, CFP®, CLTC®

Top Areas of Focus

  • Family Finances
  • Small Business
  • Tax Planning Strategies

Education

BS Engineering - United States Military Academy - 1978-1982, MS Business Administration - Boston University - 1988-1990
CA Insurance #0I05077

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Andreas Wilder

Andreas Wilder

Financial Advisor

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Designations

CFA, CDFA®

Top Areas of Focus

  • Family Finances
  • Divorce Financial Planning
  • Sustainable and Responsible Investing

Education

BS Finance and Operations, Boston College Carroll School of Mangement, Honors Program

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Garrett Hurst

Garrett Hurst

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies

Education

B.S. Financial Management Clemson University

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Our Staff

Jonathon Posada

Jonathon Posada

Operations Manager

Whitney Sims

Whitney Sims

Client Service Manager