Broker Check

About Us

Our Mission

Simplifying Financial Solutions to Empower Others

At Peak Wealth Management, it is our mission to simplify the seemingly complex matters of financial management so that our clients feel empowered in making important financial decisions. Through straightforward, honest financial planning and ongoing support, we aim to give our clients the confidence they need to take control of their futures.

About Our Firm

Peak Wealth Management was established in 2007, in the small town of Bridgeport, West Virginia. We’re passionate about helping our small community thrive and grow by providing local business owners and families with the financial guidance and services they need to succeed. We build close, trusting relationships with our clients, both in West Virginia and throughout the United States. These relationships are at the heart of what we do, and we greatly value the opportunity to continue supporting and guiding our clients to their financial goals year after year.

<h2>Our Values</h2>

Our Values

As a small firm, we pride ourselves on holding to our values and always doing what’s best for our clients. In every interaction, we strive to hold to our five core values:

  • Curiosity – Always ask questions. Explore options, think outside the box, and find creative solutions that work better for our clients’ needs.
  • Collaboration – Work together with the client as a trusted partner.
  • Adaptability – Embrace and pursue change. Be willing to alter course when market conditions or the client’s needs demand it.
  • Candor – The truth makes us better. Be honest in all communications with the client.
  • Humor – Make it fun! Be approachable and sociable, and always strive to make the client more comfortable.

Our values are centered on creating a safe, welcoming environment where our clients feel they can discuss the sensitive matters surrounding their finances and personal lives—because when those lines of communication are open, we can provide better financial advice to help you achieve your goals.

Personalized Service, Financial Expertise

At Peak Wealth Management, we believe in providing personalized service to each and every client. We get to know you on a one-on-one basis, so we can better understand and meet your needs, and provide expert financial advice with a level of customization only achievable through building that personal relationship. We invite you to contact us and get to know our team a little more, so we can begin to build those connections that will help you thrive financially.

Suggested Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
Learn More
9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
Learn More
Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn More