Peak Wealth Planning

Investment Management • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	4311 N Ravenswood Ave, 217, Chicago, Illinois 60613, US
Phone number	+12178408401
Website	peakwealthplanning.com
NAICS	5231
SIC	628
Keywords	Real Estate, Financial Advisor, Trusts, Wealth Management, Retirement Planning, Retirement Income, Portfolio Management, Financial Planning, Estate Planning, Cash Management, Investment Management, Retirement Transition, Esop, Diversification, Concentrated Stock, Financial Adviser
Founded	2014
Employees	1-10
Socials

Key Contact at Peak Wealth Planning

Peter Newman

President and Founder

Peak Wealth Planning Email Formats

Peak Wealth Planning uses 1 email format. The most common is {first initial} (e.g., j@peakwealthplanning.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@peakwealthplanning.com	100%

About Peak Wealth Planning

Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth. For retirees, we manage investments, protect your wealth, and distribute predictable retirement income. If you have concentrated stock holdings, we can create a diversification plan to reduce your risk and protect your wealth. If you own a business that you may sell, we do the planning to determine the lifestyle your proceeds will support. If you are a real estate investor, we can optimize the return from cash on your balance sheet or increase your wealth with an investment portfolio that complements real estate holdings. Peak Wealth Planning was founded by Peter Newman, CFA in 2014 to to help people align their passions and financial goals while enjoying peace of mind. Peak Wealth is a fee-based registered investment advisor.

Peak Wealth Planning revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Peak Wealth Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Peak Wealth Planning has never raised funding before.

Peak Wealth Planning Tech Stack

Discover the technologies and tools that power Peak Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Google Tag Manager

Tag managers

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

Vimeo

Video players

React

JavaScript frameworks

Frequently asked questions

Peak Wealth Planning is located in Chicago, Illinois, US.

You can reach Peak Wealth Planning at +12178408401.

Peak Wealth Planning was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Peak Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Peak Wealth Planning

Peter Newman

President and Founder

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