Peak Financial Management, Inc. is a boutique wealth management firm founded in 1991. We are a fee-only, SEC Registered Investment Advisor based out of Waltham, MA. We work with high net worth individuals and families to help them grow, manage and protect their wealth. We help our clients identify and define their goals and desires, then construct dynamic, strategic plans to achieve them. For over two decades we have built long-term, personal relationships through trust, active listening and open, ongoing communication.

Our Team

Learn more about the individual members of our experienced and dedicated team.

Contact us

Contact us today to request a consultation or to learn more about our services.