Our Services

Our services include creating your PEAK WEALTH PLAN, a proven strategy built on a foundation of trust and expertise, guiding you towards financial success.

The P.E.A.K.Wealth Plan

  • PRIORITIZE

    Understanding that every client comes with unique goals, expectations, uncertainties, and needs is crucial. By clarifying your priorities, we're equipped to tailor a plan aimed at realizing your financial ambitions.

  • EVALUATE

    Monitoring your financial assets and remaining engaged with your financial planning are essential. Regular evaluations ensure progress is tracked, and adjustments are made in response to significant life events.

  • ALLOCATE

    Allocation extends beyond just financial assets; it encompasses broader aspects of life. We encourage you to consider how you intend to distribute your time, energy, creativity, and resources both during your working years and into retirement.

  • KNOW

    At the heart of our approach is a deep understanding of each client's unique financial landscape. By knowing you well, we navigate you through financial opportunities and steer clear of pitfalls long before they arise, ensuring a path tailored to your success.

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Our Services

  • Investment Strategies

    At Peak, our professional team evaluates a wide array of portfolio options, providing expert advice on selecting diverse investment vehicles. Tailoring our recommendations to meet your unique needs, we prioritize your interests in every decision. With a commitment to ongoing due diligence and a methodical approach, we ensure your investment strategy is as unique as you are, offering a broad universe of options tailored to your financial goals.

  • Retirement Planning

    We recognize the importance of securing your financial future without compromises. Our commitment is to be the vigilant guardians of your wealth, navigating through life's complexities with comprehensive strategies to craft a personalized plan that meets all your needs. Whether you're planning for retirement, nearing retirement, or already enjoying retirement, our goal is to empower you to achieve independence, freedom, and the lifestyle you value most. Your journey starts today, and we're here to guide you every step of the way. Our goal is to help you achieve a retirement income that is robust, reliable yet flexible.

  • Risk Management

    Protecting what you've built is a crucial aspect of our role. Through a combination of precise strategies, unwavering discipline, and meticulous attention to detail, we evaluate potential risks that could impede your life objectives and develop a strategic plan to mitigate these impacts. As seasoned advisors, we pinpoint your risk exposure, understand your risk tolerance, and implement protective measures tailored to your needs. We then customize your financial plan to shield against unforeseen events. This may involve securing your estate with long-term care insurance, protecting your professional income with disability insurance, or creating a financial safety net through life insurance. Our collaborative effort is aimed at preserving your financial strategy, lifestyle, and confidence in achieving your aspirations, ensuring you’re prepared for any eventuality. MAINTAIN YOUR WELL-BEING. ENHANCE YOUR RETIREMENT SECURITY. PROTECT YOUR LEGACY.

  • Charitable Giving/Foundations

    Is it your family’s goal to have your wealth benefit those outside your family? Our charitable giving and foundation services are designed for those who wish to make a meaningful impact through their financial success. We guide clients in establishing and managing charitable foundations, trusts, and other philanthropic endeavors, aligning their financial generosity with their values and vision for a better world

  • Educational Planning

    Our educational planning service is dedicated to guiding you through investment options and tax-efficient strategies for funding education. With expertise in maximizing tax benefits, understanding ownership structures, and managing risks and contribution limits, we focus on the most effective use of 529 College Savings Plans and UGMA/UTMA Custodial Accounts. We're here to ensure your investments in education are optimized, including advising on fund utilization should your student be awarded a scholarship.

  • Financial Planning

    It all starts with a plan. We believe so strongly in the need to develop a plan for your success, that it is in our firm’s name. We work with you, your family and any of our other advisors (CPA and Attorney) to develop an overall financial plan. This, of course, will change over time but it will help form decisions and keep your wealth management on track though the inevitable changes in your family and the world around us. As the saying goes, ‘the first casualty of any battle is the plan’ however, we believe a plan is a crucial tool for most financial success.