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Climb Every Mountain

Achieving Your Financial Goals Doesn’t Have to Be Complicated

We understand that managing your finances and staying on track to your financial goals can feel overwhelming—but it doesn’t have to be. At Peak Wealth Management, we help simplify complex financial matters and create customized financial plans that make sense for your lifestyle and your goals.

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Our Services

Peak Wealth Management is a comprehensive financial planning and investment management firm. Our services are designed to adapt to your unique needs and goals, while providing you with the ongoing support you need to feel confident and secure in your financial future.

Investment

Investment

Get a customized investment portfolio that fits your lifestyle, and the ongoing support to help it grow.

Investment
Retirement

Retirement

Retire in your time and in your way, with a retirement plan that’s built to help you meet your goals.

Retirement
Estate

Estate

Plan for your estate now, and protect your legacy while providing for the loved ones you leave behind.

Estate
Business

Business

Receive guidance in establishing employer-sponsored retirement and pension plans for employees.

Business

Chart a Course to Your Financial Goals

At Peak Wealth Management, we use a proven process that allows you to envision the path to your financial goals. Let’s start charting the course to a better future together.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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More information you can use

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Let Your Finances Lead You to a Better Future

“I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it.”

-Mark Singer, The Changing Landscape of Retirement

“Long-term thinking and planning enhances short-term decision making. Make sure you have a plan of your life in your hand, and that includes the financial plan and your mission.”

-Manoj Arora, From the Rat Race to Financial Freedom

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”

-Ayn Rand

“Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor.”

-Robert J. Shiller

Meet Our Team

Keith Dumas

Keith D. Dumas
Accredited Investment Fiduciary®

Wealth Manager

keith@peakwv.com

Tia Towns

Relationship Manager

cassandra@peakwv.com

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