Private Client Services

Peak 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.

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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.


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