Peak is a great branch in my referral tree. Peak is owned by the wife and father in law of one of the owners of Kodo Kids. You get that?
Peak Asset Management, LLC is a registered investment advisory firm providing professional portfolio management services in the financial markets, as well as the full range of wealth management services.
Peak works as an independent, fee-only advisor. Peak eliminates any potential conflicts of interest via being compensated directly by their clients. Peak does not receive any of their compensation or transaction commissions from outside sources.
