Who We Work With
FINANCIAL PLANNING UNIQUE TO YOU
Peak Wealth Planning specializes in working with clients whose net worth is $3 million to $80 million or more. We get to know your unique needs and design a strategy to help you align your personal goals and finances.
ESOP Participants
Peak Wealth Planning has the expertise to guide Employee Stock Ownership Plan (ESOP) participants nearing retirement through the ESOP diversification process.
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If you work at an employee-owned company and have a significant portion of your wealth in company stock, we can help you develop a strategy to achieve your financial goals. Our team specializes in assisting ESOP participants with diversifying company stock, creating sustainable retirement income plans, and navigating tax-efficient strategies to maximize the value of their wealth. We provide comprehensive guidance tailored to balance risk management, wealth building, and legacy planning while considering your time horizon for financial decisions.
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Learn more about our specialized services and how we can assist you in confidently transitioning from employee-owner to retiree.
Planning your Retirement
Achieving your retirement goals starts with expert planning.
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Whether your vision for retirement includes traveling the world, spending time with family, or leaving a legacy, Peak Wealth Planning helps align your financial strategy with your goals. We work closely with you to create a sustainable income plan tailored to your unique situation, ensuring that your accumulated wealth supports your desired lifestyle. By addressing investment strategies, tax efficiency, risk management, and your time horizon, we provide the guidance needed to turn your retirement vision into reality.
Discover more about how we can help you achieve your retirement vision.​​
Business Owners
Expert Financial Planning for Business Owners: Build, Sell, and Secure Your Future.
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At Peak Wealth Planning, we specialize in guiding business owners through the complexities of financial planning. Whether you are preparing for a business sale or actively growing your enterprise, we can help you optimize your strategy. Our services include estimating after-tax proceeds from a sale, projecting sustainable lifestyle income, and developing tailored investment strategies to meet your unique goals.
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We also assist with tax-efficient estate planning to protect your wealth for future generations. With our expertise, you can confidently transition from business owner to financial independence.
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Learn more about how we can help you unlock the rewards of your hard work.