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

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

Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education to individuals, trusts, charitable organizations, and retirement plans, with a primary focus on clients who are near or in retirement. The firm manages approximately $982 million in client assets (discretionary and non‑discretionary combined as of December 31, 2025) and offers both individual account management and plan‑level consulting and participant education. The firm employs a multi‑model, global asset allocation approach with five distinct strategies (including tax‑efficient and tactical models) and manages accounts on a discretionary basis using individually managed accounts and third‑party custodians. Their tactical model incorporates technical indicators such as price momentum and moving averages, while their tax‑efficient models explicitly replace taxable income‑producing holdings with tax‑exempt equivalents for high‑tax households. Notably, some advisors also operate as registered representatives of a FINRA/SIPC broker‑dealer and the firm is a licensed insurance agency, meaning advisors can implement commission‑based securities or insurance products in addition to fee advisory services; the brochure discloses this potential conflict and states a preference for advisory relationships. The firm also regularly offers fee‑based public financial education programs and maintains an internal succession plan, both features that are less common among similar-sized team advisory firms.

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