Broker Check

Providing tax-efficient retirement, investment, and college planning for families who desire that their wealth be managed by someone that understands who they are, what it takes to build significant wealth, and how to be a true financial steward.

Do you value your time?
Do you seek those that are direct and transparent with you? 
Are you open to change?

There's plenty of wealth around town, what's often missing is a corresponding number of ideal lives being lived. Life's not a rehearsal, and every aspect of our firm was built to help you define and live out yours.

Think we're exagerrating? Click the red box above, choose your date and time for a brief complimentary consult, and we'll provide tangible proof of expertise in less than the time it took you to browse our website. 

You should be living and enjoying your ideal life. Through sharing your most cherished financial dreams and fears, PEEK WEALTH will bring to bear its considerable experience and advice to help your family succeed. You'll be asked questions you've never been asked about your life and journey thus far that will motivate you to consider what's next, what you really want, and what's non-negotiable in the time you have left on this planet.

Is PEEK WEALTH a fit for you?

We focus on serving those who value time and life's preciousness, those that seek candor and follow professional advice, and those that pay forexceptional experiences in life. Whether you've already made your millions or are building towards them, PEEK WEALTH seeks to help you get and keep your ideal life. Cutting through financial confusion, media nonsense, and the financial pitfalls from athletic fame or celebrity, PEEK WEALTH provides fiduciary advice in our advisory relationship with you.

Our Services

Focused on You

Rather than a focus on assets under management, revenue, or products, we focus on adding meaningful value to your life. At PEEK WEALTH, savvy planning starts with a sharp understanding of you and your family. Life, plan, money—in that order.  

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Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece starting with the cover on the box.

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Take control and learn about what’s most important to you

Take that first step to personal investing with our library of resources





For Your Ideal Life

Thank you!