Lance Peters, Spotlight Asset Management

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0.0000 stars - based on 0 reviews
10900 NE 4th St 23rd Floor Bellevue, Washington 98004
(206) 905-8700
 
 

About

Lance is the Managing Director of Spotlight’s Seattle office and the company’s nationwide Director of Retirement Plan Services. With more than 26 years of experience advising individuals and corporations, Lance excels at working with clients to create customized financial plans that include targeted wealth management strategies to help his clients meet their needs and achieve their goals.

Lance specializes in providing comprehensive advice that incorporates, among other things, investment management, insurance strategies, estate and retirement planning, tuition funding, employee benefit plans, and business transition plans. Having started several companies himself, Lance understands the unique needs of small businesses. Lance also believes that well-rounded, strategic, and long-term planning is imperative for success both now and for future generations. When Lance isn’t working, he spends time hiking, biking, and golfing with his wife and five children.

Information

CONTACT INFORMATION

Phone: (206) 905-8700

Phone2: (425) 223-0404

Email: peters@spotlightassetgroup.com

Website: www.spotlightassetgroup.com

Facebook: www.facebook.com/LancePetersSpotlightAssetGroup

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HOURS OF OPERATION

MONDAY: 8:00AM - 5:00PM

TUESDAY: 8:00AM - 5:00PM

WEDNESDAY: 8:00AM - 5:00PM

THURSDAY: 8:00AM - 5:00PM

FRIDAY: 8:00AM - 5:00PM

SATURDAY: CLOSED.

SUNDAY: CLOSED.

 
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