Guidance for the big picture and finer details
At Peak Horizon Wealth, our clients always come first. Here are the guiding principles by which we live to ensure our clients have the best experience possible.
Our Investment Philosophy
Our investment philosophy is rooted in a conservative approach to investments. We seek out quality, value-based investments that pay reasonable dividends and are geographically diversified across various industries.
Our primary focus is capital preservation with reasonable growth that is in alignment with individual risk tolerance, investment timeframe and objectives. Ultimately, a portfolio must exemplify a holistic approach to financial and estate planning, while balancing individual goals, objectives, and minimizing taxes.
The PEAK Advantage
Principled: Treat every client the way they like to be treated, regardless of how much wealth they have.
Earnest: Transparent about the clients’ current financial state and what’s required to reach specific goals.
Accountable: We put our clients’ interests first, always.
Knowledgeable: Providing industry-leading financial advisory and planning services.
Our Feedback Process
- Current state: Understanding where you are today
- My Goals: Figuring out where you want to be (i.e., how much is needed and when)
- Pathways: Is it realistic to achieve your goals in a stated timeframe?
- Best Path: What’s the “optimal” path to get there?
- On Track: Review, Revise and Proceed
