Peak Wealth Management

Why Peak?

Always putting the client’s interests first, above all else.

Fiercely loyal to clients and their needs

Bigger is not always better. As former advisors with larger financial firms, we know that clients don’t always get the service or attention they rightly deserve. That’s why we’re focused on providing personalized, knowledgeable, highly responsive service aligned with your objectives to help you make informed decisions with clarity. As a truly independent firm, we have access to all the products and solutions that make the most sense for you – and will actively manage your portfolio, free from proprietary products and hidden corporate agendas.

Consistently lower fees

Because we’re small, nimble, and more transparent than the larger discount and wirehouse firms, we can offer low advisory fees—starting at and not to exceed 0.75% annually versus the industry average of 1 – 1.5%. Also, because we build our portfolios utilizing low-cost ETFs we avoid the higher costs associated with actively managed mutual funds. We strongly believe in working to keep the costs low and transparent for our clients.

Faster, more agile than the big boys

As a smaller firm, we can cut through the clutter and focus our energy on serving only the clients’ needs. We take pride in being highly accessible and responsive, giving clients the peace of mind that we’re just a phone call, email or text away. While some advisors take on hundreds of clients – and struggle to remember their names, let alone their objectives – we limit our client-to-advisor ratio to 75-1. This enables us to always provide the personal, reliable financial advice when you need it most.