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Peak Wealth Management

Headquartered in BALLSTON SPA, NY

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Firm Information

Peak Wealth Management is an independent Registered Investment Advisor (RIA) located in Saratoga Springs, NY. The firm provides financial planning and portfolio management services to individuals and families. Peak Wealth Management has approximately $26 million in assets under management (AUM). They serve a client base of primarily individuals other than high-net-worth individuals.

Peak Wealth Management

125 HIGH ROCK AVENUE

SARATOGA SPRINGS, NY 12866

$26.05M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PEAK WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

SARATOGA SPRINGS, NY

Advisors at Peak Wealth Management

View All 1 Advisors
Unclaimed
James Thomas Cox

CFP®, CFC®, RA

BALLSTON SPA, NY

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Disclosures

There are no public disclosures for Peak Wealth Management.

Frequently Asked Questions (5)

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