Company Profile

Our Firm

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 Experience

Over the last 20 years Peak has maintained a core group of team members who have provided exceptional service to our clients. The primary benefit our clients receive from the longevity of our team is a continuity of service and a personal relationship that goes above and beyond what is normally expected from a wealth management firm. During our tenure, the team has navigated clients through the various phases of creating, distributing and transitioning their wealth. As clients’ needs for services have evolved, and in response to the growing complexity of the global investment world, we have added staff to respond to these changes. Since the fourth quarter of 2010, we have added another CFP®, a CFA and a Managing Director to enhance the sophistication of the services and advice we offer our clients. As we move forward we expect to continue to evolve our team in order to address client needs and industry changes.