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Providing comprehensive financial planning and risk management that seeks to protect the assets of families and professional fiduciaries.  Delivered by caring professionals dedicated to the art, science, and craft of financial advice in accordance with the Uniform Prudent Investor Act (UPIA). 

Our Ideal Life Process™ causes an eye-opening reflection on your life that ensures your financials are in alignment with your values and aspirations for those you love most in the world. 

We're here to speak with you when you're ready to learn how PEEK WEALTH is the missing link in your current financial advice and planning relationship. 

(760) 705-1200

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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

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