A complete list of active advisors currently associated with Peakview Strategies

Warmer can help you find a great advisor at Peakview Strategies or one who fits your needs even better.

Peakview Strategies works with individual investors as well as employer plan sponsors and businesses, providing discretionary portfolio management, comprehensive and hourly financial planning, employee benefit plan advisory, and tax preparation and tax-planning services. The firm also offers business-planning support and retirement and estate planning as part of its financial planning engagements. The adviser constructs individually tailored investment policies with asset-allocation targets and manages accounts on a discretionary basis, combining fundamental, technical and cyclical analysis and using both passive and active vehicles consistent with Modern Portfolio Theory. Accounts are reviewed regularly (quarterly for investment clients and at least annually for financial plans), and the firm documents client goals, risk tolerance and any client-imposed investment restrictions. What distinguishes the firm from many peers is that its principal maintains a CPA license and provides in-house tax preparation and tax-planning assistance to advisory clients under separate engagements, with the brochure disclosing the potential conflict and billing separation. The firm also offers employee-plan services that include participant education seminars and maintains institutional relationships with multiple custodians (including a platform with fully digital account opening), which is notable for a single-advisor practice.

To learn more about the advisors currently working at Peakview Strategies, 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.