Wealth Management in Champaign, IL
What is Wealth Management?
Wealth management is a professional service that combines financial advice, accounting & tax services, retirement planning, and legal planning. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from attorneys, accountants and insurance agents.
Wealth Management Professionals
If you're looking for a wealth management professional in Champaign, IL, Peak Wealth Planning is where to look first. Peter Newman of Peak Wealth Planning specializes in wealth management for retirees, those planning for retirement, business owners, esop participants, and real estate investors.
Peak Wealth Planning focuses on wealth management for individuals with $2M+ in net worth. Through wealth management Peak Wealth Planning helps its clients plan income streams, diversify assets, and avoid hefty tax and financial burdens. Wealth management is a practice that not only allows us to manage assets, but also to build wealth for our clients. We work with our clients to examine their lifestyle, better understand their goals, plan out a desired income, and make sure that all of their wealth is liquid in nature. Peter Newman takes an approach to wealth management that allows clients to keep their assets diversified and invested, while still being able to access large amounts of money without penalties.
If you need help with managing your wealth in the Champaign area, please get in touch with Peak Wealth Planning. Peter Newman has extensive knowledge and experience in managing wealth. He has lent his expertise to the University of Illinois for the past decade where he assisted in growing the endowment from $250 million to $700 million and increasing operating cash from $700 million to $2.5 billion. From this experience Peter has learned how to create portfolios using unique building blocks (selecting from thousands of managers) to meet specific goals.
If you believe you're a good fit for Peak Wealth Planning and want to have a professional wealth manager grow your assets, get in touch with us today about wealth management or setup an appointment. We work with clients in Champaign-Urbana, IL and Chicago, IL.