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James C
CFP®, ChFC®, Series 66
Saratoga Springs, NY
Peak Wealth Management
James Cox is a CFP® and ChFC® with 12 years of industry experience. He is the sole advisor at Peak Wealth Management, an independent firm he joined in 2024. His previous roles include positions at Continuum Wealth Advisors, Purshe Kaplan Sterling Investments, and Retirement Planning Group, among others. Peak Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a mix of passive and active strategies based on Modern Portfolio Theory, focusing on long-term holdings tailored to risk tolerance and tax considerations.
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