Boutique, fiduciary wealth management for high-net-worth families, led from our national headquarters in Plano since 1993.
Peak American Investment Advisors has called Plano home for more than 30 years. Our headquarters sits at 2400 Dallas Pkwy, just off the Dallas North Tollway near Legacy West. From here, our team serves high-net-worth families across the United States, in person and virtually.
Great advice should not depend on your zip code. What sets us apart is how we work and how we are paid. As a fiduciary firm, we are built around our clients’ best interests, wherever they live.
We charge a transparent advisory fee on the assets we manage – never a commission on that side.
When annuities are the right fit, we may earn a commission on those products, which we always disclose.
Our leadership and team are based here, where the firm was founded. We serve clients across the country from one dedicated team.
You work with a dedicated advisor backed by our in-house Portfolio Manager, Client Relations Specialist, and Director of Client Experience, plus access to our partner CPAs and estate planning attorneys when your situation calls for it.
Three decades of guiding North Texas families through market cycles, tax law changes, and the moments that matter most.
If you are a high-net-worth individual or family ready to work with a fiduciary advisor, we would like to meet you, whether you are down the street or across the country. Your first conversation is complimentary and comes with no obligation.
Our wealth management services are designed for clients with $500,000 or more in investable assets.
Our wealth management is fee-only on the assets we manage, with a transparent advisory fee. We also offer annuity solutions where appropriate and earn commissions on those products. We clearly disclose all forms of compensation.
At a minimum, quarterly. Beyond that, our concierge service ensures your advisor is reachable whenever life raises a question that deserves real attention.
