Broker Check

610 West Hubbard St, Ste 202
Coeur d'Alene, ID 83814-2287

Peter C. Wagstaff

208.664.4331

 
Behavioral Finance Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

Welcome to our firm. My story is that I came to Idaho because my grandfather always said that Coeur d'Alene was "paradise."


History - Who We Are

After great experiences at Stanford University and Cornell Law School, I was in the process of choosing where to settle down. My father was a career US Army officer from Portland, Oregon and our family had relocated 14 times. My intent was to return to the western US after school, and Coeur d'Alene, Idaho offered significant opportunities. When I related my plans to my father, he told me that my grandfather had traveled often throughout the Northwest on business, and always said that Coeur d'Alene was "paradise."

That was good enough for me to make the move to Coeur d'Alene, sight unseen. In 1992, I joined Merrill Lynch as a financial advisor and participated in opening the Coeur d'Alene office. After over 20 memorable years with Merrill Lynch, I elected to open my own investment business in 2013 through Wagstaff Financial in the LPL Financial network.

Wagstaff Financial - What We Do and Whom We Serve

Our firm helps clients pursue their goals through financial investments, including stocks, bonds and mutual funds. We provide a wide spectrum of investment strategies and advice for multi-generation families, retired investors, and business, healthcare and other professionals. Our practice extends to various states throughout the nation.

Our 45 years of business experience in Coeur d'Alene gives us the extensive background to plan for complex issues which our clients face. These areas of focus include investment portfolios, retirement and estate strategies, credit and lending, education funding and philanthropy. We also suggest investments to generate the cash flows our clients look for in their lives. LPL and Wagstaff Financial do not provide tax or legal advice. We are grateful to our clients for entrusting their investments with us. 

A major emphasis of our financial practice is to serve our clients in a professional, responsive and trustworthy environment. Personal communication and service are our priority. For the benefit of our clients, we leverage the extensive resources of LPL Financial. Based on total revenues, LPL is the nation's largest independent broker-dealer. Source: "IBD Elite 2021 - Independent Broker Dealer Data," Financial Planning magazine. As of June 30, 2021 the company had over $1.1 trillion in advisory and brokerage assets and was represented by 19,114 financial advisors. Source: Audette, Matthew, CFO. LPL's Financial Strength. Retrieved fromhttps://www.lpl.com/about-Us/our-financial-strength/corporate-snapshot.html

Community Involvement - How We Help

I served for over 20 years with the Kootenai Health Foundation as a board and committee volunteer, including a two-year term as board chair, and a term as chair of the finance committee. The Foundation supports our community hospital district through a variety of channels. I am also actively involved in my church. I have been a long-time member of the Coeur d’Alene Estate Planning Council, which sponsors monthly presentations on wills, trusts and probate.

For over 25 years, I served as a member of Rotary International. In 1994, I participated as a charter member in the formation of the Sunrise Rotary Club of Coeur d'Alene. In 2000, I transferred to the Rotary Club of Coeur d'Alene. As a member of the latter club, I chaired the Rotary Civic Improvements Committee. Our committee led the design and funding for the Fallen Heroes Plaza, dedicated to the Coeur d'Alene Fire and Police Departments. The memorial is located in Cherry Hill Park, behind the fire station at the intersection of 15th Street and Interstate 90.

My spouse Anne and I live in the scenic Coeur d'Alene area and value spending time with our family.

We enjoy working hard to suggest options to our clients for their financial concerns. If your dreams in life could be powered by our business platform, please call or email our office to schedule a conversation, at no charge, about joining our family of clients.  Welcome.

Best regards,

    Peter







View our LPL Client Relationship Summary PDF

LPL CRS

View our FAIM Client Relationship Summary PDF

FAIM CRS

Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos arrow