ABOUT

JAY SHIVAR, Founder

Our family moved to Wilmington, North Carolina from Colorado in 2017. My wife, Wendy was born in a beach community and we both longed to live near the coast and be close to family. I have family in NC going back many generations. My father grew up on a farm about 40 miles outside of Wilmington and I spent summers on the beaches here as a child. Wilmington has been my favorite place as long as I can remember. When my parents were both battling life-threatening illnesses in the same year, we made the decision to move and haven’t looked back. After my military career and 15 years in the financial services industry, we decided to serve clients differently and do it ourselves…so we created our own firm!

 

ALEX COSSOFF

Alex’s family moved to Denver from Maryland when he was nine months old, and he’s lived in Colorful Colorado ever since. He grew up on a skateboard and played soccer competitively, and has always enjoyed exploring the outdoors.  He originally attended the University of Colorado at Boulder to pursue a career in Mechanical Engineering.  After watching family, friends, and neighbors struggle through the Great Recession, Alex decided to change direction, and instead make it his mission to help families navigate the ever changing financial landscape, and achieve and protect what matters most to them.  To date, Alex has spent most of his career on the investment management side of large financial institutions.  And while those experiences were invaluable, he found that he can make a bigger impact on people from all walks of life, with an organization that values clients more than products.  Alex is now in the business of helping families realize their most cherished dreams based on an unbiased and agnostic point of view.

We are very excited to add Alex to the team and increase our presence in the Colorado market.

CONTACT US

Peak to Port Wealth, LLC
(910) 623-0858

contact @ peaktoportwealth.com

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.