A complete list of active advisors currently associated with Peak Wealth Advisors, Inc.

Warmer can help you find a great advisor at Peak Wealth Advisors, Inc. or one who fits your needs even better.

Peak Wealth Advisors, Inc. advises individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and business entities, offering asset management, financial planning, 401(k) asset‑management services, and tax preparation. The firm operates with two principal advisors and reports managing about $98.6 million in client assets, including some legacy wrap‑fee accounts. The firm emphasizes continuous, individualized account supervision with portfolios guided by fundamental and cyclical analysis, quarterly reviews, and periodic rebalancing, and it allows reasonable client‑imposed investment restrictions when practicable. For employer plans Peak Wealth accepts an ERISA fiduciary role for certain services, and it may engage third‑party sub‑advisors for 401(k) asset management and participant education. Distinctive features include in‑house tax preparation by licensed tax preparers and a Certified Divorce Financial Analyst designation among its principals, creating an integrated tax and divorce‑planning capability that is less common for firms of this size. Peak Wealth discloses that most assets are managed on a discretionary basis, uses LPL as custodian, maintains legacy wrap clients, and does not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at Peak Wealth Advisors, Inc., 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.