Every Day We Help People Achieve Their Goals

For over 30 years, we have provided a combination of investment, annuity and planning solutions that are less complex, more effective, and extremely reliable to help people live their lives on their terms, We serve the overachievers in our country and the heroes of the middle and upper middle class, who proudly rolled up their sleeves and worked hard with the mindset that “freedom” in the long-term, is the key determinant of happiness. We generally work with clients who have between $100,000 and $3mm in investable assets.

PEAK is always looking for talented people to join our family to help us create better financial lives for America’s overachievers. Our team believes in mutual respect, fun and constantly striving to leave the world a little better than how we found it. Founded with faith-based values, our culture is kindness, respect and a commitment to learn and always be our best.

PEAK prides itself on its “flat” organizational structure where everyone has a voice, and no one is alone.

If you’re interested in working with PEAK, please contact us, send us a message, your CV, or both… and let’s start a conversation!