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Employee-Owners,
Puzzled by
Retirement Planning?

With the right strategies, you’ll be set to solve the many faces of retirement planning. 

Peak Wealth Planning
LEARN MORE ABOUT ESOP DIVERSIFICATION & DISTRIBUTION WITH PEAK WEALTH PLANNING. 
Subscribe to become a Peak Wealth Insider & Gain our guidebook The Employee Owner's Guide to Diversification and Retirement Planning.

About Peak Wealth Planning

Peter Newman - President and Founder

Peter Newman

Peter Newman, CFA, works with individuals nationwide that have accumulated wealth through concentrated stock ownership. Peter helps his clients achieve their unique goals and enjoy peace of mind.

ESOP participants in all stages of their career

ESOP Participants

Peak Wealth Planning specializes in helping ESOP participants diversify company stock into an investment portfolio to meet their retirement income needs.

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