Metcalf Capital Wealth Management provides personalized wealth management and retirement planning for pre-retirees and retirees seeking a long-term advisory relationship. The firm helps clients prepare to retire when they are ready, align their finances and investments with their desired lifestyle, and manage the financial details of retirement with greater confidence. Its services include personalized financial planning, investment management, and customized strategies that consider clients’ goals and risk tolerances. The firm also discusses alternative investments as one possible way to balance risk and returns, noting that they may not suit every investor and can involve accelerated potential losses.

Metcalf Capital emphasizes tailored strategies, dedicated attention, and ongoing financial advice, serving a select group of clients. Its approach includes a three-bucket retirement strategy that illustrates how cash or money market funds, individual bonds, and growth-oriented investments may support different time horizons and needs. The team is led by Peter Metcalf, CFP®, CRPC®.