Peak360 is a Bay Area financial planning & Wealth Management firm, focusing on individual and business planning.
Peak360 works with a robust, tested cadre of subject matter professionals — lawyers, accountants, investment firms, etc. — that provide a breadth of knowledge and depth of experience to help ensure Peak360 Wealth Management strategies are based on practical guidance from subject matter experts.
Additionally, Peak360 clients are periodically invited to participate in a 360-Degree Review of their wealth management practices. In these reviews, outside advisors take a critical look at your Peak360 strategy and other related financial interests to provide a second set of eyes across legal, tax, investment, business and philanthropy interests.
For more information about Peak360 Wealth Management LLC, please visit www.peak360wealth.com
PEAK360 Wealth Management, LLC is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms that specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. As Owner-Firms we gain access to financial institutions and insurance carriers, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.
We chose to make a strategic affiliation with Lion Street and its Broker-Dealer Lion Street Financial so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading financial institutions and insurance carriers through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and leading proprietary technology solutions. As a result, we are able to offer our clients competitive solutions and products.
Learn more about Lion Street, Inc at www.lionstreet.com