Peak Wealth Solutions

Peak Wealth Solutions is a registered investment advisor based in Pepper Pike, Ohio, providing comprehensive financial planning, investment management, and retirement plan consulting. Peak Wealth Solutions focuses primarily on serving clients who are near or in retirement. The firm designs customized investment portfolios using global asset allocation strategies through individual accounts custodied at Fidelity Investments. Peak Wealth Solutions operates as a legally required fiduciary, meaning the firm must act in your best interest. In addition to portfolio management, Peak Wealth Solutions offers broad consultative financial planning covering retirement, estate planning, education funding, income tax strategies, and cash flow analysis. Clients who hire Peak Wealth Solutions for investment management receive ongoing financial planning at no additional cost. For clients seeking only standalone financial planning without investment management, hourly fees apply. Peak Wealth Solutions also provides retirement plan consulting for employers and educational seminars for the public.