eter Weitz leads Route 20 Private Wealth as Chief Executive Officer and serves as Co-Founder and Managing Partner of Greenstone Partners. He brings a rare combination of institutional rigor and entrepreneurial conviction to his work with business owners, plan sponsors, and high-net-worth families.
A graduate of the University of Illinois Urbana-Champaign, Peter began his career as an Equity Derivatives Analyst at PEAK6 Investments, where he developed the analytical foundation that continues to inform his investment philosophy today. He has since translated that quantitative discipline into the practice of advisory work — helping small and mid-size business owners navigate the increasingly complex regulatory environment surrounding 401(k) plans, ERISA compliance, and fiduciary responsibility.
Peter’s authority in the retirement plan space is well established. He is the author of The 401(k) Road Map, a recognized industry thought leader, and the host of a financial-education radio program devoted to demystifying retirement planning for plan sponsors and participants alike. His credentials — Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Planning Counselor℠ (CRPC®) — reinforce the disciplined, fiduciary-first standards by which the firm operates.
Beyond retirement plan advisory, Peter serves the broader wealth-management needs of business owners and high-net-worth families. Clients value his ability to translate complexity into clarity and to keep long-term outcomes — not short-term noise — at the center of every decision.
Outside the Office
Outside the office, Peter is an award-winning winemaker and an avid golfer.