Peak Wealth Planning
A+ Grade
Financial Advising in Lake View
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Financial Advising
•
Lake View
(4 reviews)
Holiday hours · Closed
$ - $$
I am truly grateful to have found Peak Wealth Planning. After more than 40 years of working, I suddenly realized I wa...
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100%
Satisfaction
100%
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100%
As Described
$ - $$
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D
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 inv... 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 encouragement to save at the level required to achieve my retirement goals. He is incredibly knowledgeable about saving vehicles and consistently provides updates on adjustments necessary due to market or economic conditions. He has worked with me through two job changes, advising on the appropriate investments in employer provided retirement programs and adjusting my overall retirement strategy. Most importantly, Peter is kind, generous and caring, taking the time to develop a personal relationship and genuine interest in his clients hopes and dreams for the future. Positive Responsiveness, Quality, Professionalism, Value Read More
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.
Reviews
(4) Reviews for this company
D
David Wilke
5
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... 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 encouragement to save at the level required to achieve my retirement goals. He is incredibly knowledgeable about saving vehicles and consistently provides updates on adjustments necessary due to market or economic conditions. He has worked with me through two job changes, advising on the appropriate investments in employer provided retirement programs and adjusting my overall retirement strategy. Most importantly, Peter is kind, generous and caring, taking the time to develop a personal relationship and genuine interest in his clients hopes and dreams for the future. Positive Responsiveness, Quality, Professionalism, Value Read More
C
Cory Sandrock
5
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... 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! Read More
M
Marcus Montenecourt
5
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 o... 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 Peter understand ESOP diversification but he has been a valuable sounding board for new business ideas while I have launched a new business. On the investing front I am coming around to his approach on low risk / income generation model. Would highly recommend Peter and the Peak Wealth Planning Team! Read More
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Elizabeth Wheeler
5
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 retir... 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 needed guidance, clarity and reassurance. From the very beginning, the team at Peak Wealth Planning impressed me with their knowledge, professionalism, and ability to make a complex process feel approachable. They guided me through a comprehensive retirement forecast and analysis, answering my questions with patience and care. What could have felt intimidating was instead seamless—requiring only a little effort on my part while they managed the rest. Thanks to their thoughtful approach, I have a clear understanding of where I stand financially and a concrete plan for moving forward. Most importantly, I can breathe knowing I am prepared. For anyone who has doubts or concerns about retirement planning, I wholeheartedly recommend Peak Wealth Planning. The Read More