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Real Estate Investors


As a real estate investor or developer, you may have numerous questions about preparing for retirement, considering the nature of your investments – high in value but often low in liquidity. 


Financial planning gets trickier when you're a real estate investor. That's why it's essential to work with a seasoned expert who knows not just the usual investment strategies, but also understands the special requirements of real estate professionals like you.

Peter Newman, president and founder of Peak Wealth Planning, has over fifteen years of experience as a real estate investor. He has developed commercial buildings, owned a property management business, and has experience with residential and commercial investments.

As your trusted financial advisor and wealth manager, Peak Wealth Planning can review your balance sheet and how you invest idle cash. We can suggest ways to invest your cash to improve returns and satisfy bank collateral requirements. If you have investment portfolios with stocks and bonds ($2.5 million or greater), we can arrange a line of credit to finance more real estate. This strategy may be appropriate if you have large stock holdings with embedded capital gains.

And, if you are looking to build an investment portfolio to complement your real estate, we can understand your tolerance for risk and construct a diversified portfolio to enhance your wealth.


If you are divesting of real estate and wish to invest proceeds into less management intensive investments, we can create a diversified stock and bond portfolio to meet your investing goals and income needs.

Financial Planning for Real Estate Investors
fresh powder on a mountain top


Peak Wealth Planning
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