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Employee Owner's Guidebook

BROUGHT TO YOU BY PEAK WEALTH PLANNING

Peak Wealth Planning's ebook The Employee Owner's Guide to Diversification & Retirement Planning

This guidebook covers decisions you will make about your ESOP – when you make them, why they impact your finances, & how to create retirement income.

Employee Owner's Guidebook to Diversification and Retirement Planning

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About Peak Wealth Planning

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Peter Newman

Peter Newman, CFA, works with individuals nationwide that have accumulated wealth through concentrated stock ownership. Peter helps clients achieve their goals and enjoy peace of mind.

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ESOP Participants

Peak Wealth Planning specializes in helping ESOP participants diversify company stock into an investment portfolio to meet their retirement income needs.​

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Peak Wealth Planning

4311 North Ravenswood Ave

Suite 217

Chicago, IL 60613

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217-303-5040

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Serving areas in and around: Illinois (Champaign, Urbana, Springfield, Bloomington, Peoria, Chicago, Clarendon Hills, Long Grove, Buffalo Grove, Naperville, Evanston, Western Springs, Bannockburn, Oak Park, Hinsdale, Uptown, Ravenswood, Lakeview, Lincoln Square, Lincoln Park, Vernon Hills, Wilmette, and La Grange Park), and nationwide.

Copyright 2025. Peak Wealth Planning, LLC.

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SITE MAP | DISCLOSURES & LEGAL INFORMATION | PRIVACY & DATA COLLECTION POLICY

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Peak Wealth Planning, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists.​

 

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses. 

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Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

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