Peter James Almeroth - Morgan Stanley Financial Advisor - Grand Rapids, MI
Morgan Stanley
Peter James Almeroth, CRPC
Financial Advisor
5211 Cascade Road SE
Grand Rapids, MI 49546
tel: (616) 974-8908
toll-free: (888) 769-9142 
fax: (616) 974-8950

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations
  • Western Michigan University
  • Northeastern Little League
  • Forest Hills Youth Football League
Services
  • Wealth Management
  • Retirement Planning
  • Asset Management
  • Access to Lending Services
Education and Licensing
  • Finance in Business Administration
    Western Michigan University
  • Chartered Retirement Planning Counselor
    College for Financial Planning®
  • Series 7 & 66
  • Life, Accident & Health Insurance
  • Long Term Care Insurance
Business Experience

Bulletin Board
  • See July On the Markets from the Global Investment Committee featuring

    “Fireworks or Duds?” The Fourth of July is the halfway mark for investors, a time for reflection about the results of the first half of the year and how the second half will pan out, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. What does he expect: fireworks or duds in the second half? 

    “Trade Tensions Intensify” The economic and market costs of trade disputes are adding up, writes Lisa Shalett. What hasn’t yet been accounted for are disruptions to the global supply chains that many companies have built.  

    • “Higher Health Care Costs Ahead” Government regulation cooled health care inflation in recent years, and that kept overall inflation in check. Going forward, warn Morgan Stanley & Co. economists, health care costs appear to be up and overall inflation is apt to follow.

    • Plus, look for more on equities, the economy and fixed income investments. 

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

  • For the latest Global Investment Committee meeting report, please click on the Investing & Market Insights link on the left.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Peter James Almeroth holds the following registrations:
Securities Agent: AK, AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MI, MO, MT, NC, OH, OR, SC, TX, VA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1255383

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