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Peak360 Wealth Management LLC - Founders

Peak360 Wealth Management LLC - Founders

- Elizabeth, Samson, Andy, & Pat -

“Today, there is a dizzying array of investment options available. It’s vital that clients receive the education they need to uncover the opportunities that are right for them. So my job is to serve as a trusted and experienced guide for my clients. And that’s what Peak360’s simplified process is all about – helping them design a pathway that leads to the fulfillment of their financial goals.”

Is your Financial Plan By Design or by Default?

If any of the following questions are keep you up at night, chances are you may be lacking a comprehensively designed financial plan and an experienced advisor to guide you. Please contact us for your customized financial road map:

  • Am I putting too much money back into my business and not bringing enough home for the family?
  • Will I ever be able to retire from my own business or my job?
  • Am I paying too much in taxes, instead of providing more employee benefits to help grow my business?
  • How do I create a plan to ensure financial security for future generations?

I help my Clients Create Opportunities in a World Full of Uncertainty...

Entrepreneurs and Business Owners know how to make money in many economic environments because they identify creative opportunities where other may only see roadblocks and obstacles. With today's dizzying array of investment options, everyone can benefit from having a trusted and experienced guide to help them design a pathway to help achieve their financial goals.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

Ask us how
<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Meet Our Experienced Financial Professional

Heidi Maher

Heidi Maher

Securities Processor

925-271-5920

925-848-3810

Pauline Maes

Pauline Maes

Insurance Processor

925-271-5779

925-848-3810

Samson Chan

Samson Chan, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner

(925) 271-5912

925-848-3810

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