Retirement Planning

Do you know exactly how much money you need to retire comfortably? How is your health? Vitality in your longevity is key to its enjoyment.

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Education Planning

How do you find the ‘best fit’ college for your child and avoid overpaying? How should you prepare your taxes and financials? College readiness is a multi-year process not an event.

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Estate Management

What significance will your life have to your family? What estate planning remains incomplete? Life’s not a rehearsal, make every moment count.

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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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"The dominant determinant of lifetime investment outcomes is not investment performance, but investor behavior."

- Nick Murray

"What makes you think there will be a ‘one day’? Precious time is slipping away. Get and keep the life you want NOW, that’s the power and purpose of proper financial planning."

- Paul Armson

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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"What makes you think there will be a ‘one day’? Precious time is slipping away. Get and keep the life you want now, that’s the power and purpose of proper financial planning."

- Paul Armson

"The dominant determinant of lifetime investment outcomes is not investment performance, but investor behavior."

- Nick Murray

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

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

Retirement

Estate

Education

Insurance

For Your Ideal Life

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