Private Client Services Peak Private Client Services To qualify for Peak's Private Client Services, a minimum portfolio of $2 million is required. Experience personalized financial planning with our private Peak Wealth management services. Schedule a Meeting Special Benefits & Services As a PCS member, there are many benefits and features available to you. In addition to everything Peak clients already receive, PCS members also receive:No Money Market FeesReduced Advisory FeeInvites to Exclusive EventsAccess to Peak Income Conductor (distribution planning)Complimentary Tax Planning and Tax Prep*Complimentary Estate Planning***Must use our Strategic Partners.**New Estate plan or annual review; must use our Strategic Partners.Advisory services offered through Peak Wealth Management, an Investment Adviser registered with the U.S. Securities & Exchange Commission. CONTACT US Name Email Address Phone Comments Thank you! Oops!