Our Process

Peak Wealth Management understands that each of our clients are individuals.  That no two financial plans can be the same.  Everybody has different goals, different dreams and different expectations.   
 DISCOVERY
Gather and Organize

We will go through a process designed to help you articulate and interpret the financial dreams you have for your family.  We will be able to clearly identify your objectives and why money is important to your family.  This meeting will also serve to determine whether we are a good fit for one another.

 WEALTH STRATEGY
Analyze and Identify Gaps

We want each of our clients to have a clear Wealth Strategy that will help put them on the path to financial independence. Therefore, we will closely evaluate your financial situation for appropriateness and adequacy relative to your feelings toward money.

 SOLUTIONS MEETING
Formalize & Implement

Here, your Wealth Strategy will transform into an actionable plan that will help you manage and organize your financial affairs. During this stage, we will discuss solutions to help you begin the road to financial independence.

 SUMMARY MEETING
Review & Finalize

After your Wealth Strategy has been executed, we will meet again to summarize everything we have discussed and implemented, set up online account access and make any final adjustments as needed

FINANCIAL CHECKUPS
Assess & Monitor

We want to make sure that we always have the most updated understanding of your personal situation. Therefore, our periodic Financial Checkups will ensure that when your life changes, your Wealth Strategy evolves with it.

Securities offered through Parkland Securities, LLC, member FINRA/SIPC.  Advisory Services offered through Sigma Planning Corporation, a Registered Investment Adviser.  Peak Wealth Management is independent of Parkland Securities LLC and SPC.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.

                                 Keith D. Dumas                                                   440 E. Main St., Ste 106, Bridgeport, WV 26330                                                           304-848-8888

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