Peter T. Workman

Based in the Norfolk, Virginia, area, my firm serves local, regional, and national clients. I am a steadfast advocate for individuals who seek more than just investment advice—they seek a legacy. With two decades of experience at the helm of Lineage Wealth Management, I have refined a "Serve First" approach that transforms complex financial challenges into clear, actionable roadmaps. My leadership is defined by a commitment to "The Lineage Experience," a high-touch process designed to give clients the ultimate luxury: the freedom to step away from their spreadsheets and spend time on what they love.

By blending deep technical experience with an unwavering focus on personal values, I strive to ensure every client walks away confident that their financial future is as secure as it is intentional. My commitment to a "Serve First" philosophy originated during my service in the United States Army's 3rd Infantry Division, 3rd Squadron, 4th Cavalry Regiment in Germany. During my time as a Combat Arms Tank Gunner, I developed a profound dedication to leadership and an exacting attention to detail—traits that seamlessly carried over into my career as a financial planner and, ultimately, Managing Partner.

Outside the office, my wife and I enjoy spending time together watching movies, attending racing events, and enjoying her home-cooked cuisine.