Peak Financial Management, a boutique wealth management firm, was founded in 1991. As a registered investment advisor for more than three decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond.
While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time.
We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to.
If you are not already a client, we hope we will have the opportunity to meet you soon. Bring us your challenges. We’re ready.
–The Peak Financial Management Team