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About Peak Wealth Planning
Peak Wealth Planning has been helping high-income professionals, business owners, and employee owners secure their financial futures since 2014. We specialize in financial planning and investment management for those with concentrated stock including ESOP participants or public company holdings, as well as real estate entrepreneurs. Our services include diversifying concentrated stock, collaborating with your CPA to minimize taxes, protecting your wealth with proper insurance, and creating a tax-efficient retirement 'paycheck'. We create strategies with your estate attorney to help you leave a legacy for the next generation. This ensures your goals are met for years to come.
About Peak Wealth Planning
Peak Wealth Planning has been helping high-income professionals, business owners, and employee owners secure their financial futures since 2014. We specialize in financial planning and investment management for those with concentrated stock including ESOP participants or public company holdings, ...
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Reviews
(4) Reviews for this company
1 Stars
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4 Stars
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5 Stars
(4)
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David Wilke
I would highly recommend Peter Newman and the team at Peak Wealth Planning to anyone seeking professional wealth planning services. As a client for more than four years, Peter has provided both an investment planning strategy and the … More
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Cory Sandrock
Peter and Peak Wealth do an excellent job of listening to client needs and responding to ongoing, real-time questions. The advice provided is always highly customized to our needs and often involves new research for Peter and his team, so we really appreciate their going the extra mile!
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Marcus Montenecourt
Don't usually leave reviews but Peter and Peak Wealth Planning have made an impact that I need to share. Peak Wealth has been a great business partner and helped our family focus on achieving our goals beyond just investing. Not only did … More
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Elizabeth Wheeler
I am truly grateful to have found Peak Wealth Planning. After more than 40 years of working, I suddenly realized I was unsure if I had saved enough or how to best prepare for retirement. That uncertainty was overwhelming, and I knew I … More
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Reviews
(4) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(4)
D
David Wilke
I would highly recommend Peter Newman and the team at Peak Wealth Planning to anyone seeking professional wealth planning services. As a client for more than four years, Peter has provided both an investment planning strategy and the … More
E
Elizabeth Wheeler
I am truly grateful to have found Peak Wealth Planning. After more than 40 years of working, I suddenly realized I was unsure if I had saved enough or how to best prepare for retirement. That uncertainty was overwhelming, and I knew I … More
M
Marcus Montenecourt
Don't usually leave reviews but Peter and Peak Wealth Planning have made an impact that I need to share. Peak Wealth has been a great business partner and helped our family focus on achieving our goals beyond just investing. Not only did … More
C
Cory Sandrock
Peter and Peak Wealth do an excellent job of listening to client needs and responding to ongoing, real-time questions. The advice provided is always highly customized to our needs and often involves new research for Peter and his team, so we really appreciate their going the extra mile!
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