Peak Update: We are Relocating!

Important Announcement

Peak Financial Management is Relocating!

In early 2017, with the knowledge that the ten year lease at our Waltham address was expiring and subject to renewal, we decided to search for office space that better represents our commitment to the highest standards of client service.  A dedicated group of Peak employees came together to identify the criteria we would apply in defining our ideal facility and location.  Among must haves, we aimed for easy highway access, proximity to our current client base, more professional surroundings, a team friendly environment, an upscale, highly functioning meeting room, and amenities more characteristic of modern office complexes.

Our search is over.  Peak Financial Management is excited and proud to announce that on Tuesday, February 20, 2018, our offices will move to:

The Wellesley Office Park

20 William Street, Suite 135

Wellesley, MA 02481

 As many of you know, this location change brings us back to the firm’s place of origin.  It was 27 years ago that Pran started Peak Financial in Wellesley and had the privilege of meeting many of you for the first time.  Finding the new office was a monumental accomplishment and all members of the Peak team helped with the numerous tasks required to bring everything together, from architectural changes, technology infrastructure, office design, and décor.  We especially appreciate Luisa Pandolfi’s tremendous and ongoing efforts at coordinating the complicated planning inherent in this type of transition.  Neel Tiku, Jeff Smith, and Chris Gaffney were also instrumental in facilitating what we consider to be a great step forward for our business, our professional partners, and, most of all, our valued clients.

Please be advised that our phone number, e-mail addresses, and web site address will remain the same.  We expect the move to go smoothly (after all, we are planners) without any disruption in servicing your needs.

We appreciate your patience as we convert our operations to the new facility. Throughout the transition, if you have any questions, we are always available.  We fully anticipate that after everything is in its proper place, we will hold an open house for your enjoyment.