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PERSONALIZED GUIDANCE FOR IMPORTANT FINANCIAL DECISIONS
Who We Work With
Peak Wealth Planning primarily works with:
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ESOP participants approaching diversification
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Professionals nearing retirement
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Individuals and families with $1M+ in investable assets
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People navigating major life changes
Experience Matters
Peter Newman, CFA®, spent more than two decades overseeing treasury operations, investments, and risk oversight for the University of Illinois System before founding Peak Wealth Planning.
Today, he works with individuals nationwide navigating retirement, ESOP diversification, and important financial transitions.
What Happens Next
Schedule Discovery Call
During this 15-minute call with the Peak Wealth Planning team, we will listen to your financial goals and long term vision. Our team will discuss how Peak Wealth can support your financial needs and desired lifestyle.
Introductory Call with Peter
Following the Discovery Call, you will meet directly with Peak Wealth founder Peter Newman to dive deeper into your needs and future vision.
Personalized Proposal
Using your vision for the future, Peak Wealth Planning will develop a proposal to meet your financial planning and wealth management needs.
Review &
Next Steps
Peter will walk through the proposal with you, answer questions, and discuss potential next steps.
Start the Conversation
A Long-Term Relationship Matters
We're focused on building lasting relationships centered around thoughtful planning and trust. If we determine we're not the right fit, we'll gladly help point you toward another qualified professional.
