A complete list of active advisors currently associated with Peak Wealth Management LLC

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

Peak Wealth Management LLC provides advisory services to individual and high-net-worth clients, managing roughly $156 million across about 208 client relationships. The firm offers comprehensive wealth management and financial planning, along with investment management for individual accounts and retirement plan advisory services, and implements strategies both directly and through unaffiliated Independent Managers. PWM’s investment approach is primarily long-term and fundamental, favoring ETF-based portfolios while also using select individual stocks, mutual funds and retained legacy positions when appropriate for tax or fit reasons. The firm manages accounts on both a discretionary and non-discretionary basis, monitors holdings regularly, and uses an institutional custody platform to execute and custody client assets. Notably, PWM operates multiple office locations despite a small advisory team, an organizational footprint that is uncommon among peers in its category. The firm also serves as an ERISA fiduciary for retirement plans and maintains an institutional relationship with its custodian, arrangements that can influence operational support and the implementation options available to clients.

To learn more about the advisors currently working at Peak Wealth Management 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.