Peter Halbrook is a Vice President and Wealth Advisor at TritonPoint Wealth in Chevy Chase, MD, providing comprehensive wealth management and personalized financial guidance to affluent individuals, business owners, and multi-generational families. A CERTIFIED FINANCIAL PLANNER™ with nearly fifteen years of experience, he specializes in retirement planning, investment strategy, tax and estate planning, and risk management.
His perspective draws on a broad career in wealth management, including nearly a decade as a financial advisor at PNC Investments and later as Vice President, Wealth Manager at Goldman Sachs Personal Financial Management. Early-career roles in banking further strengthened his foundation in personal financial guidance and relationship management.
At TritonPoint Wealth, Peter helps clients navigate complex legal, tax, and investment considerations, supports multigenerational planning, and guides families through major financial transitions, including liquidity events and life changes.
Peter holds a Business Administration degree from Roanoke College and completed the CFP® coursework at Georgetown University’s School of Continuing Studies. He lives in Rockville, MD, with his wife and two children and enjoys the outdoors, music, chess, golf, and time with family and friends.