Clients We Serve

Peter Newman, CFA

President and Founder
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Our Personal Approach

Peak Wealth Planning, LLC provides financial planning and investment management services tailored to your needs. Whether you seek to build wealth, save for a major event, plan for retirement, or transfer wealth to heirs, we develop strategies and portfolios to achieve those goals.

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Financial Planning

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Financial Planning is more than investing in stocks or mutual funds. Whether it is to save for retirement, pay off existing debt, or put together a college fund for your grandchildren, Peak Wealth Planning, LLC works with you to develop a personalized roadmap to achieve your financial goals.

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Coordinated Services

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If you currently work with a trusted accountant or estate attorney, Peak Wealth Planning, LLC will work with them to implement a holistic, long­-term financial strategy. If you need assistance with taxes, real estate, or transfer of wealth, our firm will screen external services providers who can meet your needs.

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Investment Management

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We provide our clients unbiased, conflict-­free investment advice. Our firm designs portfolios custom tailored to your goals and tolerance for risk. Peak Wealth Planning, LLC is a fee only financial planner and registered investment advisor (RIA).

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