Our Personal Approach

Peak Wealth Planning, LLC takes a personalized approach to meeting your financial goals:
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Understanding your financial picture
  • Document goals, concerns and special circumstances
  • Explore assets, liabilities, time horizon and budgets
  • Research strategies to achieve goals
Creating your financial plan
  • Develop a multi­year savings plan if you are still working
  • Develop a transition plan if you are near retirement
  • Create a withdrawal plan if you are in retirement
  • Develop wealth transfer strategies for the next generation
  • Review your tax situation
Developing and executing a personalized investment portfolio
  • Assess risk tolerance and income expectations
  • Create a target asset allocation
  • Prepare an Investment Policy Statement
  • Select specific investments for each asset class
Peak Wealth Planning, LLC provides quarterly performance reporting and an annual review of your financial plan. We will monitor your investment portfolio, make required adjustments, and periodically revisit your goals.

To discuss how Peak Wealth Planning can help you, contact us.
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Integrity and Trust

Peak Wealth Planning, LLC provides conflict free investment management. We are fee only and not compensated for selling you a specific mutual fund, stock, or other investment product.

Peak Wealth Planning, LLC is a Registered Investment Adviser (RIA). As an RIA, we have a responsibility to act in your best financial interest. Before we recommend a specific investment, we take the time to understand your financial situation and goals. Through a confidential planning process, we work with you to create a financial plan and an Investment Policy Statement (IPS) that guides our recommendations and actions.

Your investments are placed with a custodian for safe­keeping. You can, at any time, independently verify the value of securities with the custodian. Peak Wealth Planning, LLC utilizes TD Ameritrade for custody.

The founder of Peak Wealth Planning, LLC is a CFA Charterholder and our firm adheres to t​he C​FA Institute Code of Ethics and Standards of Professional Conduct.​