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David W
Series 65
Fishtail, MT
Peak Planning Group, LLC
David Wrench is a financial advisor at Peak Planning Group, LLC with a Series 65 designation. He has been active in the financial industry since 2017, including roles at Powell Capital and Fishtail Capital. He has no industry experience prior to 2017 and has worked at Peak Planning Group since 2026. Peak Planning Group, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million across several hundred client accounts, employing a long-term, fundamentals-based investment approach with diversified portfolios of low-cost mutual funds, ETFs, and individual securities.
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