WHO WE ARE:
Peak Financial Management, Inc. based in Waltham, Massachusetts, is a fee-only investment advisor registered with the Securities and Exchange Commission. Peak Financial Management provides professional and experienced investment management and planning services to high net worth clients. Our minimum portfolio size is $1,000,000.
Our business model focuses on adding the most value for our clients. To ensure our clients with the most comprehensive wealth management plan, Peak Financial has adopted principles that have aligned the firm's goals with that of our clients.
PEAK FINANCIAL's OBJECTIVES
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Maintain close client relationships
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Ensure complete transparency
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Remain independent of any conflict of interest
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Build honest, accurate, comprehensive financial plans
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Build portfolios based on our clients' goals and objectives
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Strive to limit our clients exposure to risk
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Provide our clients with value-added advising services and a piece of mind
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Strictly follow Peak's Code of Ethics
RECENT PEAK FINANCIAL NEWS:
Feb 6, 2008 - Pran Tiku discusses the recent market volatility and future economic events
Oct, 2007 - Peak recognized as one of Worth's Top 100 Wealth Advisors for 4th straight year