A complete list of active advisors currently associated with Mountain Peak Wealth Advisors, LLC
Warmer can help you find a great advisor at Mountain Peak Wealth Advisors, LLC or one who fits your needs even better.
Mountain PEAK Wealth Advisors LLC provides investment advisory and financial planning services to individual clients, high‑net‑worth individuals, trusts and estates. The firm offers both discretionary and non‑discretionary portfolio management, financial planning and consulting, and can implement strategies directly or by recommending unaffiliated money managers. The firm typically constructs diversified portfolios using low‑cost mutual funds and ETFs and may incorporate individual stocks, bonds or options as appropriate, generally following a long‑term approach while permitting shorter‑term trades for rebalancing or client cash needs. Mountain PEAK applies a mix of fundamental, technical, cyclical and charting analysis and conducts ongoing monitoring with formal reviews at least annually to align portfolios with clients’ goals and risk tolerances. Distinctive operational features include a formal sub‑advisory relationship (with use of unaffiliated managers sourced through its platform) and an institutional custody relationship that provides technology and support from a major custodian. The firm’s principal also offers tax preparation services through a separate entity, and Mountain PEAK permits supervised persons to trade the same securities as clients under its Code of Ethics and compliance oversight—practices that may differ from many peers.
To learn more about the advisors currently working at Mountain Peak Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 8
| |
Fort Wayne, IN
| 0
| |
Fort Wayne, IN
| 27
|
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