Peak Wealth Solutions

Financial ServicesOhio, United States11-50 Employees

Peak Wealth Solutions is a financial services firm based in Pepper Pike, Ohio. It operates as an SEC-registered investment adviser that develops investment strategies intended to help clients pursue their financial and retirement goals, combining tax considerations with investment guidance to build wealth and support retirement income planning. Securities, when offered, are through Osaic, a FINRA/SIPC-member broker-dealer; Peak Wealth Solutions, Inc. is a separate entity and not affiliated with Osaic.

The firm serves individual clients as well as corporate and non-profit organizations, offering retirement plan consulting to reduce fiduciary liability and improve participant outcomes. For plan participants, a primary objective is to prepare for retirement and to ensure plans aim to replace about 80% of pre-retirement income.

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