Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth. For retirees, we manage investments, protect your wealth, and distribute predictable retirement income. If you have concentrated stock holdings, we can create a diversification plan to reduce your risk and protect your wealth. If you own a business that you may sell, we do the planning to determine the lifestyle your proceeds will support. If you are a real estate investor, we can optimize the return from cash on your balance sheet or increase your wealth with an investment portfolio that complements real estate holdings.

Peak Wealth Planning was founded by Peter Newman, CFA in 2014 to to help people align their passions and financial goals while enjoying peace of mind. Peak Wealth is a fee-based registered investment advisor.

Peak Wealth Planning, LLC

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