Robert J. Waldron, Jr. is a partner with Waldron Wealth Advisors, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp.'s registered investment advisor. Bob joined Lincoln 30 years ago with the desire and commitment to help business owners; professional and senior executives meet their financial goals. To this day, Bob maintains a select number of client relationships and continues to provide options and solutions to estate, business succession, retirement, and investment issues.

What Bob provides his clients are the options on how to transfer their business interest to either family members or key people working in their business. Additionally, he provides them with creative ideas on how to distribute their assets to their children, and/or future generations with minimum estate tax impact. Another main aspect of his work is to provide guidance in the accumulation of his client's wealth through proper allocation of their investable assets all with his client's risk tolerance in mind. In light of Bob's personal planning experience and many cases he has encountered, he knows exactly what it takes to provide his clients with confidence in their financial situations.

Bob is a graduate of St. Leo University with a degree in Business Administration. He serves on the Board of Directors for the Mt. Diablo YMCA and is active in many associations, and is currently a member of the National Association of Insurance and Financial Advisors (NAIFA) and their past President.

Peter Waldron is a partner of Waldron Wealth Advisors, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp.'s registered investment advisor. His practice specializes in working with individuals and small business owners on their planning needs and focuses on the areas of Estate Planning, Investment Planning, Retirement Planning and Business Owner Planning.

Peter delivers objective, strategic and prudent advice to help his clients accumulate, retain, and transfer wealth. Peter creates customized, comprehensive financial plans helping his clients identify their key objectives to help them reach their financial goals. Peter then takes that plan and ensures he communicates and strategies with his clients' other advisors. This will provide coordination between all the advisors and to ensure continuity in the client's financial plan. Peter's creative expertise and commitment to his clients' relationships has fostered the growth of his clientele.

"The local and national team of professionals at Sagemark Consulting/Lincoln Financial Advisors helps me bring clear solutions in a word full of complexity. I am confident that my clients receive the best solutions possible."

Peter holds a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University and is a member of the Alamo Chamber of Commerce. Peter is also the President of the Colorado State University Bay Area Alumni Network. Peter is licensed to work with clients in the states of Arizona, California, Connecticut, Florida, Ohio, New Jersey, New York, Maryland, and Virginia.