Peakstone Financial Advisors

Peakstone Financial Advisors provides comprehensive financial planning, portfolio management, and wealth management services to individuals, high-net-worth individuals, corporations, and retirement plans. The firm uses a personalized approach, gathering information about each client's goals, risk tolerance, and financial situation to design tailored investment portfolios and financial strategies. Peakstone's services cover retirement planning, estate planning coordination, insurance counseling, and tax planning strategies. For clients with at least $1.5 million under management, the firm offers a specialized program that helps cover certain legal and tax preparation expenses. Peakstone offers both discretionary and non-discretionary management, meaning they can make trades on your behalf without asking first if you grant them that authority. They typically require a minimum investment of $500,000 to participate in their investment advisory services. Peakstone operates as a registered investment advisor and works with Charles Schwab & Co. as their primary custodian for client accounts.