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.
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.
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:
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.
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.