Mountain PEAK Wealth Advisors, LLC offers planning tools, education, advice, and knowledge to clients who are serious about accumulating wealth and planning for a fulfilling retirement. We provide assistance with cash flow management, estate planning, income tax planning, insurance planning, investment planning, and retirement planning.
Jeff Presley, our president and chief compliance officer, has been working in the financial services industry for 30 years and has been a fee-only advisor since 2003. As an independent Registered Investment Advisor, we are solely committed to your long-term financial success. We take time to learn about you and then tailor a strategy that fits your unique situation.
Jeff Presley, our president and chief compliance officer, has been working in the financial services industry for 30 years and has been a fee-only advisor since 2003. As an independent Registered Investment Advisor, we are solely committed to your long-term financial success. We take time to learn about you and then tailor a strategy that fits your unique situation.
Services
PEAK Advisors was the name of my close friend Michael's firm. Mike and his wife were clients of mine for about three years in the mid-1990's. He then wanted to join me in the financial services industry, and we worked together for many years doing seminars and other activities to educate people on the need for financial planning.
Previously, Jeff was a financial advisor at several notable firms, including Dickmeyer Boyce Financial Management, Inc., McDonald Presley Capital Management, Inc., and Lincoln Financial Advisors Corp. In addition, he held various positions, including branch manager, at Fort Wayne National Bank. In 1988, Jeff earned a Bachelor of Science in organizational leadership and supervision from Purdue University.
Our thorough process starts with getting to know your hopes and goals for the future. We then collect as much data as possible to create a custom financial plan that encompasses education, retirement, estate planning, and every other facet of your financial future. We will meet with you to review and update your plan on at least a semi-annual basis.
Did you know it's almost National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked. As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.
As the economy accelerates and corporate profits beat estimates, some investors may be enthusiastic about this momentum while others may be worried that stock prices have run too far too fast.How can all investors stay disciplined in this environment? Prices are rising for some everyday goods and services as well as for important commodities.
As the economy accelerates and corporate profits beat estimates, some investors may be enthusiastic about this momentum while others may be worried that stock prices have run too far too fast.How can all investors stay disciplined in this environment? Prices are rising for some everyday goods and services as well as for important commodities.
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