The Power of Good Advice
YOUR GOALS MEET OUR GUIDANCE
Peak Wealth Planning specializes in helping employee stock ownership plan (ESOP) participants, real estate investors, university employees, and entrepreneurs achieve their retirement vision.
IMPROVING THE FINANCIAL LIVES & LIFESTYLE OF PEAK WEALTH CLIENTS
What We Do
YOUR TRUSTED ADVISOR
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, we can create a diversification plan to reduce your risk and protect your wealth. If you own a business that you may 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.