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.


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Let's dive deep into the benefits of gifting and unearth comprehensive strategies for maximizing tax savings through the annual gift tax exclusion.
Peter Anastasian CFP®

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Having conversations with your kids about money can be difficult. Here are four ways to help teach them about money.
Peter Anastasian CFP®

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