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Peak Financial Management, Inc. Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Peak Financial Management, Inc. operates in the investment management space as a fee-based registered investment advisor. For more than twenty years, it has guided individuals and families across New England and beyond by developing wealth management plans tailored to each client’s unique circumstances. The firm emphasizes a close, relationship-driven approach, treating clients as part of an extended family and aiming to relieve them of the time and complexity involved in financial decision-making.

Headquartered in Wellesley, Massachusetts, the practice focuses on wealth management as its full-time work, providing ongoing guidance to clients during uncertain times. With a small team, Peak Financial prioritizes personalized service over scale and seeks to foster long-term relationships rather than rapid growth.

Find Peak Financial Management, Inc. employees' phone numbers or email addresses

Peak Financial Management, Inc. Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

Peak Financial Management, Inc.'s Leadership

  • Vice President Exports at Peak Financial Management, Inc.
    O. W.
    Vice President Exports
    Mobile Phone
  • Vice President at Peak Financial Management, Inc.
    J. C.
    Vice President
    Mobile Phone
  • Accouts Receivables Credit Manager at Peak Financial Management, Inc.
    P. H.
    Accouts Receivables Credit Manager
    Mobile Phone
  • Executive Assistant at Peak Financial Management, Inc.
    J. P.
    Executive Assistant
    Mobile Phone
  • Research Analyst at Peak Financial Management, Inc.
    S. O.
    Research Analyst
    Mobile Phone
  • Research Associate at Peak Financial Management, Inc.
    T. G.
    Research Associate
    Mobile Phone
  • Architect Design at Peak Financial Management, Inc.
    W. B.
    Architect Design
    Mobile Phone

Peak Financial Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Human Resources
  • Accounting
  • Administrative
  • Other

Contact profiles from Peak Financial Management, Inc.

Name
Title
Contact
Location
Last Update
  • Vice President at Peak Financial Management, Inc.
    J. C.
    Vice President
    Mobile Phone
    Oct 23, 2024
  • Vice President Exports at Peak Financial Management, Inc.
    O. W.
    Vice President Exports
    Mobile Phone
    Oct 22, 2024
  • Accouts Receivables Credit Manager at Peak Financial Management, Inc.
    P. H.
    Accouts Receivables Credit Manager
    Mobile Phone
    Oct 23, 2024
  • Executive Assistant at Peak Financial Management, Inc.
    J. P.
    Executive Assistant
    Mobile Phone
    Oct 17, 2024
  • Research Analyst at Peak Financial Management, Inc.
    S. O.
    Research Analyst
    Mobile Phone
    Oct 22, 2024
  • Research Associate at Peak Financial Management, Inc.
    T. G.
    Research Associate
    Mobile Phone
    Jul 22, 2026
  • Architect Design at Peak Financial Management, Inc.
    W. B.
    Architect Design
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Peak Financial Management, Inc. known for?

Minus sign iconPlus sign iconPeak Financial Management, Inc. was founded in 1991 and operates in the Investment Management industry. You can contact Peak Financial Management, Inc.'s main corporate office by phone at
+1-781-487-****
. Explore Peak Financial Management, Inc.'s company overview page for more information.

What is Peak Financial Management, Inc.'s most common email format?

Minus sign iconPlus sign iconPeak Financial Management, Inc. employees' email format typically follows the pattern of First@peak-financial.com. Trying to find reliable and up-to-date employee contact data? Find more Peak Financial Management, Inc. email formats with LeadIQ.

How many employees does Peak Financial Management, Inc. have currently?

Minus sign iconPlus sign iconPeak Financial Management, Inc. has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Peak Financial Management, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Peak Financial Management, Inc.'s key employees include:

  • Vice President Exports: O. W.
  • Vice President: J. C.
  • Accouts Receivables Credit Manager: P. H.
  • Executive Assistant: J. P.
  • Research Analyst: S. O.

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