Peak Wealth Advisors

12/28/2021

09/27/2017

Proud to sponsor SLOHS athletics. Go Tigers!

01/24/2017

11/14/2016

https://www.pbs.org/wgbh/commandingheights/shared/minitext/int_miltonfriedman.html "On Freedom and Free Markets"

11/03/2016

The SLO High School Athletic Boosters sent us this cool poster. A bit of a departure from our office decor but as proud sponsors of SLOHS athletics we had to hang it up! - Go Tigers!!! SLOTAB

08/09/2015

Peak Wealth Advisors is proud to make available Dimensional Fund Advisers' (DFA) funds for our client's portfolios.

http://www.fool.com/investing/general/2015/08/08/dimensional-fund-advisers-investing-differently.aspx

Dimensional Fund Advisers' record is worthy of envy. Here's how its funds have outperformed with a mix of features from active and passive funds.

11/21/2014

What makes the Investment Advisors at Peak Wealth different than the brokers found at both the independent and major Wall Street firms? One major difference is we are "Fiduciaries" held to a legal standard to put our clients interest ahead of our own - brokers are not held to this standard.

The Washington Post column below explains why this is important to investors.

http://www.washingtonpost.com/business/get-there/find-a-financial-adviser-who-will-put-your-interests-first/2014/10/23/21f3a898-596f-11e4-bd61-346aee66ba29_story.html

This advice can be crucial for investors seeking help

04/22/2014

We are happy to announce our simple new website address "peakwealth.com" and our new mobile optimized website!

http://www.peakwealth.com/

02/03/2014

Check out the CFP® Board's new entertaining commercial. Hoping it helps get out the important message that consumers need to take a close look at who they are trusting their hard earned money with.

http://www.youtube.com/watch?feature=player_embedded&v=e_Ql_7NCk0o

Not all financial planners are what they appear. If they're not a CFP® pro, you just don't know. Find a CERTIFIED FINANCIAL PLANNER™ who's properly vetted on...

01/30/2013

Quarterly Newsletter - January 2013