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Peak Financial Management, Inc. Overview
Type
Multi Family Office
Year Founded
1991
General Information
Peak Financial Management, Inc. is a multi-family office headquartered in Wellesley, United States. Founded in 1991, the firm manages portfolios for affluent families and institutions, providing investment management, financial planning, estate and tax coordination, risk oversight, philanthropic advice, and next-generation education through a fee-based registered investment adviser structure—delivers integrated wealth planning and investment advisory services.
Contact Information
Website:
http://www.peak-financial.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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