Peak Financial Management, Inc. Employee Directory
Investment ManagementMassachusetts, United States2-10 Employees
WE SEE THE DIFFERENCE
You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from the crowd and create a wealth management plan that’s just as unique.
BRING US YOUR CHALLENGES: WE'RE READY.
As a fee-only registered investment advisor for more than two decades, it has been our privilege to work
with hundreds of individuals and families across New England and beyond. While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time. We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to.
– The Peak Financial Management Team
Please find important disclosures here: https://www.peak-financial.com/contact-us/important-disclosures/.
1-888-653-2347 
support@leadiq.com 
