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Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth.
For retirees, we manage investments, protect your wealth, and distribute predictable retirement income. If you have concentrated stock holdings through an Employee Stock Ownership Program (ESOP), we can create an ESOP diversification plan to reduce your risk and protect your wealth. If you are a business owner with plans to sell, we do the planning to determine the lifestyle your proceeds will support. If you are a real estate investor, we can optimize the return from cash on your balance sheet or increase your wealth with an investment portfolio that complements real estate holdings. Whatever your retirement vision, Peak Wealth Planning provides the financial planning and investment services to maximize your wealth building goals.