We are a local Wilmington, NC business with family roots here and in Colorado; however, we utilize some of the largest and most respected financial companies and their resources to assist our clients.
WHAT WE DO
We are independent and 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 planning organization we identify financial solutions that best fit what our clients aim to accomplish.
This creative freedom provides our clients with real choice based on their best interest.
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.