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Peak Wealth Planning
Peak Wealth Planning specializes in guiding ESOP participants, professionals nearing retirement, and entrepreneurs to achieve their retirement goals.
Peak Wealth Planning
Peak Wealth Planning specializes in guiding ESOP participants, professionals nearing retirement, and entrepreneurs to achieve their retirement goals. The firm designs strategies that align clients' wealth with their goals and vision for the future. It helps manage investments, protect wealth, and ensure a predictable retirement income stream so clients can live their retirement vision.
General information
Firm type
RIA
Year founded
2014
Principals
Peter Newman
President & Founder
Afton Swenor
Client Care Coordinator
Melissa Tyler
Operations Coordinator
Nathan Gale
Financial Planner
Carmen Egolf
Marketing Director
Frequently asked questions
How is Peak Wealth Planning regulated?
As a Registered Investment Advisor (RIA), Peak Wealth Planning is subject to fiduciary duty under the Investment Advisers Act of 1940. This legal standard requires the firm to put client interests ahead of its own.
What is Peak Wealth Planning's minimum investment threshold?
The firm does not publicly disclose a minimum account size. Many smaller RIAs set thresholds based on the complexity and scope of services required.
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