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.
We at Peak Financial are not trying to recreate the wheel. Our business model revolves around adding the most value to our clients. In order to do this, Peak Financial has adopted principles that align the firm's goals with that of our clients. Our firm believes in transparency, comprehensive intelligently-designed planning, and providing our clients a value-added service free from any conflict of interest. We have done that by strictly aligning our clients goals with that of the firms.
Peak Financial devotes little resources to marketing itself as we believe that our success is in our client retention and overall client experience. Our focus is our financial planning process and ensuring sound execution of our clients' financial plans. Constant monitoring of portfolios and management of our clients' financial situations frees our clients of a heavy, important burden that no individual or family should face alone.
Peak Financial 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 lans
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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 peace of mind
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Strictly follow Peak's Code of Ethics