Our Mission

How are my finances and where should I go from here? Whether you ask this daily, when looking towards the future or when faced with a transition, these are two questions everyone wants to know the answers to.

Peakview Wealth Management exists to help clients find the answers to these two questions. We partner with individuals, families, and businesses to support them as they pursue financial confidence. From effectively saving towards life’s milestones, to maintaining a secure retirement, to selling a business or proactively extending a legacy for future generations, financial confidence looks different for everyone.

We believe there is no “one size fits all” approach to managing wealth nor that one single investment solution is suitable for everyone. We believe that controlling investment costs and maintaining financial flexibility are important elements of a successful long-term strategy. We also believe that proactive, consistent communication with valued professionals is essential.

As a family-owned business partnered with the largest independent broker-dealer* in the US, we strive to be valued local advisors with the capabilities of a nationwide firm. As independent advisors, clients are our sole focus as we have no proprietary products or corporate quotas. We aim to spend quality time with clients to intimately understand their goals, time horizon and risk tolerance. We aim to uphold a fiduciary standard in our advisory relationships while keeping the best interest of our clients in mind, with every decision.

Your agenda as a client is our agenda. Building a long-term relationship centered on trust along with providing excellent service is the heart of our business. We welcome the opportunity to learn about you and potentially help answer the financial questions in your life.

*As reported by Financial Planning magazine, 1996-2022, based on total revenue.