What departments does Peak Wealth Solutions have?

Peak Wealth Solutions has employees across 3 departments including Consultant, Analytics, Banking.

What is the largest department at Peak Wealth Solutions?

The largest department at Peak Wealth Solutions is Consultant with 1 employees.

Where are Peak Wealth Solutions employees located globally?

Peak Wealth Solutions has employees across 1 continents and 1 countries including United States Of America.

How has Peak Wealth Solutions's team size changed over time?

Peak Wealth Solutions's team has grown from approximately 9 to 11 employees based on available data.

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Peak Wealth Solutions Employee Directory

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.

Peak Wealth Solutions Global Highlights

North America
15

United States Of America
15

Peak Wealth Solutions's Leadership

D. P. K.
Managing Principal/Retirement Plan Consultant
Mobile Phone
Email
S. V.
Investment Analyst
Mobile Phone
Email
K. W.
Financial Advisor
Mobile Phone
Email

Peak Wealth Solutions Employee Metrics

100%

50%

2026

2025

Banking
Finance
Other
Consultant

Contact profiles from Peak Wealth Solutions

Name

Title

Contact

Location

Last Update

D. P. K.
Managing Principal/Retirement Plan Consultant
Mobile Phone
Email
Jun 27, 2026
S. V.
Investment Analyst
Mobile Phone
Email
Jun 25, 2026
K. W.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Peak Wealth Solutions known for?

Peak Wealth Solutions operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-216-370-****

. Explore Peak Wealth Solutions's company overview page for more information.

What is Peak Wealth Solutions's most common email format?

Peak Wealth Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Peak Wealth Solutions email formats with LeadIQ.

How many employees does Peak Wealth Solutions have currently?

Peak Wealth Solutions has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Peak Wealth Solutions's key employees and leadership?

As of August 2026, Peak Wealth Solutions's key employees include:

Managing Principal/Retirement Plan Consultant: D. P. K.
Investment Analyst: S. V.
Financial Advisor: K. W.

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Peak Wealth Solutions Employee Directory

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