Peak Wealth Solutions

Keith Witkowski is a CFP® professional with seven years of industry experience. He has worked at Hill Financial Group since 2018 and previously at HWFA Financial Advisors from 2015 to 2018. He is based in Pepper Pike, OH, and operates as part of a seven-person team at Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides financial planning, discretionary investment management, retirement plan consulting, insurance services, and financial education programs.

Jeffrey Mucciarone is a financial advisor at Peak Wealth Solutions with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Cambridge Investment Research, LPL Financial, and American Portfolios Financial Services. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, primarily focusing on clients near or in retirement. The firm employs a multi-model, global asset allocation approach and offers both individual account management and plan-level consulting, managing approximately $982 million in client assets.

Daniel Vujanov is a financial advisor at Peak Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at CBIZ Investment Advisory Services LLC and Sequoia Financial Group prior to joining Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm employs a seven-person team managing several hundred million dollars in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with an emphasis on tailored portfolio strategies and fiduciary standards.

Gregory Gromek is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and JR Hill and Associates. Gromek is also a registered representative and an insurance producer, providing fixed insurance and annuity products. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, focusing primarily on clients near or in retirement. The firm employs a multi-model, global asset allocation approach utilizing discretionary individual account management and plan-level consulting, with offerings that include tax-efficient and tactical investment strategies.

William Russo is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Peak Wealth Solutions and has previously worked at American Portfolios, Concord Equity Group Advisors, and The Concord Equity Group. Outside of his advisory work, Russo serves as treasurer of the Cuyahoga County Library Foundation, is president of the Greater Cleveland Adult Baseball organization, and is a board member of the Solon Italian Club Scholarship Foundation. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to clients near or in retirement. The firm manages about $982 million in client assets and employs a multi-model, global asset allocation approach with customized strategies including tax-efficient and tactical models.

Kevin Kocsis is a financial advisor with Peak Wealth Solutions in Pepper Pike, OH, holding Series 63 and Series 65 registrations and 18 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and CBIZ Financial Solutions, Inc. He has also been involved in rental property ownership. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to individuals near or in retirement, trusts, charitable organizations, and retirement plans. The firm manages approximately $982 million in client assets and employs a multi-model, global asset allocation approach with both discretionary individual account management and plan-level consulting.

David Kocsis is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 63 designation and has worked at American Portfolios Financial Services, Inc., J.R. Hill & Associates, and OSAIC prior to joining Peak Wealth Solutions. He serves as a principal at Peak Wealth Solutions. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to clients who are near or in retirement. The firm employs a multi-model, global asset allocation approach and manages approximately $982 million in client assets as of December 31, 2025.