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.
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 Fees
- Reduced Advisory Fee
- Invites to Exclusive Events
- Access 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.