A complete list of active advisors currently associated with PeakValley Wealth, LLC
Warmer can help you find a great advisor at PeakValley Wealth, LLC or one who fits your needs even better.
PeakValley Wealth serves individual and high-net-worth clients, as well as qualified retirement plans and charitable organizations. The firm provides discretionary and non-discretionary investment management, ongoing and one-time financial planning, and ERISA plan services that can include acting as a 3(38) investment manager or as a 3(21) fiduciary. Investment programs are customized to clients’ goals, time horizons, and risk tolerances using fundamental, technical, and cyclical analysis, with ongoing monitoring, periodic rebalancing, and quarterly reviews that look for opportunities such as tax-loss harvesting. The firm may delegate portfolio management to sub‑advisors for all or part of an account while retaining the overall client relationship and discretionary authority to execute trades. Compared with many similarly sized teams, the firm combines a small advisory staff and multi‑office presence with the capacity to provide institutional-style ERISA 3(38) services and to include ongoing planning for managed-account clients rather than only offering standalone planning. The brochure discloses affiliated insurance and property businesses (limited time involvement) and the use of broker arrangements, including soft-dollar benefits and sub‑advisor relationships, which the firm identifies and manages under its fiduciary and compliance policies.
To learn more about the advisors currently working at PeakValley Wealth, 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 |
|---|---|---|
Roanoke, VA
| 1
| |
Roanoke, VA
| 3
| |
Roanoke, VA
| 6
| |
Roanoke, VA
| 17
|
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