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 works primarily with individual and high-net-worth clients, providing ongoing financial planning, a separate financial coaching program, and discretionary portfolio management. The firm manages client assets through its wrap-fee program and also recommends and monitors third‑party institutional strategists on the Envestnet platform, in addition to offering participant account management for held-away retirement plan accounts. Investment decisions are informed by a mix of fundamental and technical analysis and implemented via model portfolios tailored to each client’s goals, risk tolerance, and objectives. The firm exercises discretionary authority to rebalance accounts and change strategist allocations, conducts due diligence on recommended institutional strategists, and delivers written financial plans and periodic reviews as part of its service model. Noteworthy differences from many peers include its scale and client load—approximately $446 million in discretionary AUM across three advisors serving about 643 clients, which implies more than 200 clients per advisor—and its role as a wrap-fee program sponsor. The brochure also discloses advisers’ activity as independent insurance agents and broker-dealer affiliations that can generate commission income, and the firm uses client testimonials in its advertising, all of which are less common among similar supported firms.

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.