Terms & Conditions

Last updated: October 24, 2026

These Terms & Conditions govern your use of the website of Peak Financial Management, Inc. (“Peak Financial,” “we,” “us,” or “our”) and our text messaging program. By using this website or opting in to text messages, you agree to these terms.

Use of this website

Our website offers general information about our services. It is not intended to provide investment, tax, or legal advice, and nothing on it is a solicitation to buy or sell any security. Do not act on information here without obtaining specific advice from a qualified professional.

SMS Terms

Program name: Peak Financial Management Client Notifications

Program description: Peak Financial Management, Inc. sends text messages to clients and prospective clients who opt in, including appointment reminders, account notifications, and responses to inquiries.

How to opt in: You may opt in by checking the SMS consent box on our website contact form and providing your mobile number. Consent is optional and is not a condition of any purchase or service.
Message frequency: Message frequency varies based on your appointments, account activity, and inquiries.
Costs: Message and data rates may apply. Check with your mobile carrier for details about your plan.
How to opt out: Reply STOP to any message to stop receiving texts. You will receive one final message confirming that you have been unsubscribed. You may also contact us at (904) 664-4488 to opt out.
Help: Reply HELP to any message for assistance, call (904) 664-4488, or email rudy@peak-financialmanagement.com.
Carrier liability: Carriers are not liable for delayed or undelivered messages.
Privacy: Your mobile number and SMS consent will not be shared with third parties or affiliates for marketing purposes. See our Privacy Policy.
Security: We will never ask you to send account numbers, passwords, or Social Security numbers by text message.
Eligibility: You must be the account holder of the mobile number, or have the account holder’s permission, to opt in.

Investment risk

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results, and we do not guarantee any level of investment performance or the success of any strategy. Additional information, including management fees and expenses, is provided in our Form ADV Part 2, available on request or at the SEC’s Investment Adviser Public Disclosure website.

Third-party links

Links to other websites are provided for information only. We do not endorse the content or products of linked websites, and your use of them is subject to their own terms.

Limitation of liability

To the fullest extent permitted by law, Peak Financial is not liable for any damages arising from your use of this website or our text messaging program.

Changes to these terms

We may update these terms from time to time. The “Last updated” date above shows when they were last revised.

Contact us

Peak Financial Management, Inc.
20 William Street
Wellesley, MA 02481
Phone: (904) 664-4488
Email: rudy@peak-financialmanagement.com