Peak Wealth Planning, LLC
Peak Wealth Planning, LLC (CRD# 170262) is a financial advisory firm headquartered in , . They manage $10,500,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$750,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peter Newman, CFA (CRD# 6287796) founded Peak Wealth Planning, LLC in Champaign, IL to provide private clients with solutions to protect and grow their wealth. As an advisor with Peak Wealth, Peter has 2 1/2 years working with clients on achieiving specific financial goals.
Client goals include planning for retirement, transitioning to retirement, minimizing taxes, or investing operating cash from a profitable business. Peter has advised clients who have sold real estate as well as closely held stock in employee owned businesses.
Peter typically works with clients who have $2 million or more in investable assets. He does travel frequently to Chicago and other locations to meet with his clients. Peter holds the distinguished Chartered Financial Analyst designation and earned a PhD from the University of Illinois at Urbana-Champaign.
Prior to Founding Peak Wealth, Peter manged the University of Illinois' $5 billion treasury for more than a decade, where he directed opearting and endowment pool investments. Peter furnishes his expertise to individuals and families with the high standard of objectivity expected by institutional clients. He is personally committed to each client's success and invests his wealth using the same 'endowment model' as his clients.