Not Just Financial Advisors
We are more than financial advisors. We are wealth management strategists who help optimize your wealth through a dedication to the relationship, the experience, and comprehensive long term planning. Learn more below about what sets us apart.
FOCUS
We only take on new clients when we’ve grown the bandwidth to service them — focusing on a quality experience for new and existing clients alike.
TECHNOLOGY
Custom-built technology — helps create efficiency in planning and accessibility of information for you.
FLEXIBILITY
We are never bound to proprietary financial products. This open architecture provides us the tools to help create a proper and unique plan for each client.
ADVISORY GROUPS
Peak360 has assembled a robust, tested cadre of professional – attorney, accountants, investment & insurance firms, etc. – that provide a breadth of knowledge and depth of experience to ensure Peak360 Wealth Management strategies are always based on practical guidance from subject matter experts.
Additionally, Peak360 clients are periodically invited to participate in a 360-Degree Review of their wealth management practices. In these reviews, outside advisors take a critical look at your Peak360 strategy and other related financial interests to provide a second set of eyes across legal, tax, investment, business and philanthropic interests.
