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 serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate plan sponsors with discretionary investment management and comprehensive financial planning. The firm’s services also include tax preparation and tax planning assistance and employee benefit plan advisory work in addition to one‑off or ongoing planning engagements. The firm builds individually tailored investment policies and applies a mix of fundamental, technical, and cyclical analysis within a modern‑portfolio framework, using both passive and active vehicles as appropriate. Accounts are generally managed on a discretionary basis with regular monitoring and periodic reviews (quarterly for managed accounts and annual plan reviews), and the firm executes trades through custodians such as Charles Schwab and Altruist. A notable distinction is that the firm’s principal maintains a CPA license and provides in‑house tax preparation and planning services to advisory clients, a service the brochure discloses creates a potential conflict of interest and is billed separately. The firm also indicates it references third‑party ratings in its materials (an uncommon practice among peers) and highlights regulatory considerations around “deemed constructive custody” tied to standing transfer instructions, combining accounting, tax, and advisory capabilities within a small solo‑practitioner model.
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.
Name |
Location |
Years of experience |
|---|---|---|
Cottleville, MO
| 14
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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