Peakstone Financial Advisors

Peakstone Financial Advisors serves individuals (including high‑net‑worth and non‑HNW clients), corporations, and employer‑sponsored defined contribution plans with financial planning, portfolio and wealth management, participant education, and standalone consulting. The firm provides both discretionary and non‑discretionary portfolio management and offers retirement plan consulting and participant enrollment support as part of its services.

The firm customizes portfolios using asset‑allocation principles and a mix of fundamental, technical and cyclical analysis, drawing on model portfolios as guidelines while tailoring allocations to each client’s goals and risk tolerance. Peakstone also engages third‑party asset managers for portions of client portfolios when appropriate and monitors those managers for alignment with client objectives.

Notably, Peakstone sponsors a Schwab wrap‑fee program and, unlike most peers, may use borrowing (margin) and derivatives in separately managed accounts to implement strategies. The firm also offers educational seminars and participant workshops for plan sponsors and clients and maintains relationships that allow advisory representatives to implement commission‑based and insurance products as needed; it recently expanded its use of third‑party asset managers.