Welcome to Peak Wealth
Peak Wealth Advisors, Inc. is a fee-only Registered Investment Advisor (RIA). Our team of CERTIFIED FINANCIAL PLANNER™ professionals provide comprehensive financial planning and asset management services for individuals, families and businesses. For our business clients we specialize in corporate retirement plans and business exit planning services. As a fee-only investment advisor we do not accept any commissions for the sale of investment products - our compensation is directly from clients for unbiased investment advice and financial planning services.
We provide personalized service and strive to create financial stability and security for our clients. We are independent of any major financial services company and are free from direct or indirect conflicts of interest. As fiduciaries we act solely with our client’s goals and interests in mind. We provide objective advice, industry leading tools and unlimited financial solutions for our clients.
Our integrated strategies, experienced team, and personalized service allow you to focus on what is really important to you — your family, your business, your life. If you are interested in our services, please give us a call toll free: 888-231-3262 or complete our Information Request Form and we will contact you shortly.