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What Does it Mean to be a White-Glove Boutique Firm?

The Details Matter

At Peak American Investment Advisors, we provide an exceptional level of personalized service, carefully tailored for discerning clients who expect more from their financial advisory experience. As a boutique, white-glove firm, every detail matters—from the warm, personalized greeting you receive upon arrival to the dedicated attention provided by our skilled Care Team, committed to anticipating and addressing your needs seamlessly.

Our specialized New Business Specialist ensures a smooth and welcoming onboarding experience, carefully aligning your goals and expectations from the start. With direct access to our in-house Portfolio Manager, you receive personalized oversight and active management tailored precisely to your financial objectives.

Your dedicated Advisor serves as your trusted advocate, deeply invested in your journey and devoted to crafting tailored financial strategies that reflect your unique aspirations and lifestyle. Additionally, our Director of Client Experience remains continually focused on ensuring that every interaction exceeds your expectations, upholding the highest standards of care and personalization.

Our entire team knows you! Dedicated team members answer our phone, and you are never sent to an offshore location for administrative or advisory help at any point during this experience.

Our clients become part of our extended family, and we genuinely share in life's significant moments—whether navigating challenges like the loss of a loved one or celebrating joyous events such as welcoming a new child or grandchild.

Our concierge service is thoughtfully designed to support you beyond financial matters, connecting you seamlessly with trusted, thoroughly vetted professionals who share our commitment to integrity and exceptional care.

At Peak American Investment Advisors, your financial goals are not merely managed—they are personally nurtured through meticulous attention, genuine relationships, and a commitment to excellence that truly sets us apart.

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The PEAKplan: Your Personalized Path to Financial Confidence

The PEAKplan is more than just a financial strategy—it’s a customized, written roadmap designed exclusively for you. We blend carefully selected investments and strategic planning to create a simple yet powerful plan that aligns with your unique goals and financial aspirations.

Our approach focuses on the four essential pillars of lasting financial security:

✔ Income Planning – Ensuring a reliable and sustainable income stream for life.
✔ Investment Planning – Tailoring a portfolio that balances growth with risk management.
✔ Tax Planning – Maximizing efficiency to protect and grow your wealth.
✔ Legacy & End-of-Life Planning – Preserving what matters most for future generations.

With the PEAKplan, you gain clarity, confidence, and the peace of mind from knowing every aspect of your financial future is accounted for.

Your journey to PEAKperformance starts here. Let’s create your personalized plan today.

Why We Come to Work Each Day

To serve you with integrity, excellence, and tradition every day

We believe that the often-overlooked and underserved overachiever client deserves the same level of top-tier financial guidance as the ultra-wealthy. At PEAK American Financial, we are a dedicated financial boutique committed to delivering premier strategies tailored to your distinct needs.

Our proprietary methods, advanced financial models, and cutting-edge technology—combined with a deep understanding of their economic realities—empower the mass affluent to navigate life with greater confidence, more freedom, and the lasting peace of mind they’ve worked so hard to achieve.

Our mission is to serve the overachievers of America—the men and women who built their lives on grit, perseverance, and an unwavering commitment to their families. They understand that true wealth isn’t just about numbers; it’s about securing the freedom to live on their terms.

Mission Statement

We provide tailored retirement planning with exceptional financial products and wealth management solutions, delivering a white-glove client experience to America's overachievers, guiding them toward financial confidence and peace of mind in retirement.

Our Legacy of Financial Excellence

1993

Founded in 1993 by CEO Matthew McIntyre, PEAK American Financial began as Puritan Financial Group with a singular mission: to provide sound financial guidance to hardworking individuals seeking stability and security.

During the financial crisis of 2008, Matt recognized a critical need—helping clients navigate uncertainty and avoid costly financial missteps. Determined to offer a more resilient approach, he expanded the firm’s capabilities to provide a balanced, strategic blend of annuities and investment solutions. This vision led to the establishment of Puritan Life Insurance Company of America, reinforcing our commitment to protecting and growing our clients' wealth while minimizing downside risk.

2012

Matt and his founding team recognized a significant gap in the financial industry—the underserved middle and upper-middle class lacked access to the same sophisticated financial strategies long reserved for the ultra-wealthy. Driven by a mission to bridge this gap, they set out to provide simple, reliable, and effective financial solutions designed to help hardworking individuals achieve true financial freedom.

In 2012, Puritan expanded its reach by acquiring Sterling Investors, further strengthening its ability to serve clients nationwide. Over the following years, the firm evolved, strategically refining its focus and ultimately spinning off Puritan Life Insurance Company of America to enhance its suite of financial solutions.

2019

In 2019, Puritan Financial Group rebranded as PEAK American Financial, a name that more accurately reflects the company’s mission—to help clients achieve peak financial performance. By providing access to the same sophisticated financial strategies historically reserved for the ultra-wealthy, PEAK American Financial empowers individuals to build lasting wealth, secure their futures, and experience true financial freedom.

2025

Today, PEAK American Financial serves clients across a dozen states, with a strong presence in Texas and California and a team of over 40 dedicated advisors.

Our mission is to help individuals and families achieve peak financial performance, recognizing that success looks different at every stage of life. We specialize in fixed annuities, investments, retirement planning, healthcare planning, and end-of-life planning, including trusts and wills—delivering the comprehensive strategies our clients need to secure their future with confidence.

Executive Team