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Real Estate Investors


As a real estate investor or developer, the type of questions you may have regarding retirement preparation may be plentiful given the low liquidity and high-value investment. Financial planning is complex, even more so when you add real estate investment. Those complications make it even more important to work with an experienced professional who not only understands traditional investments and planning, but the unique needs of real estate professionals like yourself.

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.

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 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.

fresh powder on a mountain top


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