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

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

Peak Wealth Management LLC provides investment management and financial planning services to individual clients, including high‑net‑worth households. The firm offers discretionary portfolio management alongside project‑based and ongoing financial planning engagements. Investment advice is delivered through individualized investment policies and asset allocation targets, informed by modern portfolio theory and a mix of passive and active instruments (stocks, bonds, mutual funds, and ETFs). Accounts are generally managed on a discretionary basis, with the firm accepting reasonable client‑imposed restrictions and using a long‑term buy‑and‑hold orientation while making short‑term trades when appropriate. Founded in 2024 as a fee‑only independent adviser with a single principal, the firm now manages roughly $39 million for about 50 clients across two offices, a relatively small and concentrated client base compared with many peers. The principal holds CFP® and ChFC designations and an MBA, and the firm does not accept commissions or third‑party compensation; the principal also maintains an insurance license but does not sell insurance products through the firm.

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