When it comes to retirement accounts, 401(k)s represent a massive source of wealth. There are roughly 70 million Americans who hold a 401(k) account, amounting to $7.4 trillion worth of
By Peak Financial Group We talk to clients often about pursuing their financial goals, building up their portfolios, and growing their net worth. As summer approaches, we’d like to remind
By Peak Financial Group At Peak Financial Group, we are avid climbers. When it comes to our financial practice, we’re just as dedicated to helping families reach the peak of
When it comes to managing wealth, it’s common for clients to adopt a set-it-and-forget-it approach to financial planning. However, effective financial planning goes further. Drawing from our experience serving high-net-worth
At IMPACT 23, Chris will be sharing his insights on reinventing the family office experience. With over 30 years of experience, Peak Financial Group has been the go-to partner for
