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.
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.
