top of page

Employee Owner's Guidebook

BROUGHT TO YOU BY PEAK WEALTH 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

About Peak Wealth Planning

RiskAlyze-140-web.jpg

Peter Newman

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

portrait-of-esop-warehouse-team.jpg

ESOP Participants

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

​

  • LinkedIn
  • Facebook
  • Vimeo
bottom of page