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

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

PeakStone Wealth Management is an independent, solo-advocate registered investment adviser that offers financial planning, discretionary investment management, and consulting to individuals and families, as well as fiduciary retirement plan services to plan sponsors. In addition to typical portfolio management for individuals, the firm provides ERISA-focused retirement plan advisory services, including Section 3(21) and, in some cases, Section 3(38) fiduciary support. The firm’s investment approach emphasizes academically grounded, passive model portfolios implemented primarily with ETFs and no-load mutual funds, with ongoing monitoring, rebalancing, and discretionary trading authority. Financial planning is integrated into portfolio oversight through a client dashboard (PEAKADVISOR/RightCapital), regular updates, and coordination with clients’ tax and legal advisors. What distinguishes the firm from many peers is that its principal is also licensed to sell life, accident, and health insurance and may offer commissionable insurance or fixed annuities in addition to advisory services, a conflict the firm discloses and manages. The firm also discloses that it paused active client solicitation while enhancing its advisory platform and technology and currently reports no assets under management, which may affect the timing of new client engagements.

To learn more about the advisors currently working at Peakstone 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.

Name	Location	Years of experience
Uwaila Osagiede	Denver, CO	11

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