We see the difference.
You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn what separates you from the crowd and create a wealth management plan that’s just as unique.
Let’s Talk Our ApproachA boutique firm since 1991
Peak Financial Management, Inc. is a boutique wealth management firm and SEC-registered investment advisor based in Wellesley, Massachusetts. For more than three decades, we have worked with hundreds of individuals and families across New England and beyond.
While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we develop with our clients. We think of them as our extended family.
We understand how confusing and time-consuming financial decisions can be. We work hard to relieve our clients of that burden, freeing their time and energy for career, family, and personal interests.
Through recessions, bubbles, and record highs, our approach has stayed the same: build each client a comprehensive, customized plan that combines financial planning with disciplined investing, and stay focused on long-term goals rather than daily market swings.
Our approach to wealth management
We apply an intentionally broad definition of wealth management that brings financial planning and investment management together, so cash flow, retirement, tax, and estate plans all work with your portfolio.
Financial Planning
Cash flow, retirement, tax, education, and estate planning coordinated into one plan built around your goals.
Investment Management
Carefully allocated, broadly diversified portfolios of mutual funds and ETFs, set to your needs rather than a black-box formula.
Objective Advice
We receive no compensation from the investments we use, so we can focus only on what fits you best.
Expert Team
CFP® professionals and CFA® charterholders, backed by a network of estate planning, accounting, and risk management specialists.
Who we work with
Our clients include entrepreneurs, business owners, doctors, attorneys, engineers, academics, and leaders in many other fields. Some are early in their careers, others are planning for retirement, and some are enjoying retirement now.
They share a desire to maximize the reach of their assets for themselves, their families, and the causes they care about.
A personal service model
Everything we do begins with questions about your children, parents, health, career, spending, insurance, taxes, and charitable goals. That discovery shapes a plan that is entirely your own.
Whoever receives your question or request stays on it until it is resolved. We commit to prompt, responsive service at all times.
Contact us
At Peak Financial, everything starts with questions. Tell us a little about yourself and we’ll be in touch.
Address20 William Street
Wellesley, MA 02481
Phone(904) 664-4488
Emailrudy@peak-financialmanagement.com
Office HoursMonday – Friday, 9:00 AM – 5:00 PM ET