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 — guaranteeing a quality experience for new and existing clients alike.

TECHNOLOGY

Custom-built technology — ensure efficiency in planning and accessibility of information for you.

FLEXIBILITY

We are never bound to proprietary financial products. This open architecture assures the right, unique plan for every 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.

Peak360 Wealth Management is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors.

Based in Austin, Texas, Lion Street comprises an elite network of firms who focus on financial strategies for high-net-worth individuals, family offices, business owners and corporate clients. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.

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