After over 15 years in the financial services industry, we decided to become our own firm which allows us to serve our clients best...no matter their financial status, assets, or lack of investment experience.
WHAT WE DO
We utilize some of the largest and most respected financial companies to assist our clients.
Because we are independent, we are never obligated to utilize one specific financial institution over another. We make planning decisions based on what is appropriate for our clients at that time.
HOW WE SERVE
As an independent financial planning firm, we find solutions that best fit each client's objective.
This creative freedom provides our clients with real choice based on their best interest.
We provide our clients with straight answers and the attention they deserve.
Our PURPOSE is to help people make sound financial choices based on facts…not hype.
Our PROMISE is to provide complete transparency and to serve our clients in a manner that they are unaccustomed to. Our ultimate goal is to provide straight forward answers that result in exceeded expectations.
Our PROCESS was created so our clients understand what financial resources they own, how their financial decisions impact those resources, and why they should consider making appropriate changes
ABOUT PEAK TO PORT WEALTH
We are an independent financial planning firm.
We aren’t obligated to utilize one specific financial institution over another so we make planning decisions based on what is appropriate for our clients at that time.