Home | Samson Chan

RISE BEYOND

Experience Your Financial Freedom

Optimization Planning Strategies

Our clients rise beyond incremental financial growth with a custom optimization plan tailored to their life stage. Peak360 Wealth Management plans are never static — we look at your life situation, market changes, and product strategies as we optimize your plan over time.

Business Wealth Planning

Our mission is to help owners realize the full value of their businesses. We work to help your business grow and build transferable value. It is our duty to tax efficiently secure wealth for the owners, their families and employees, today and for future generations.

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

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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