Welcome to Peak Wealth Management LLC.

Guidance to Manage Wealth

Peak Wealth Management is an independent firm dedicated to providing experienced guidance on all aspects of wealth plan management. As your personal financial advocate, we are committed to helping you discover suitable, realistic opportunities as you pursue your financial goals--and to providing clear, unbiased financial guidance to help you stay on course toward your vision of the future.

Aligning a Plan with Your Personal Needs 

We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discover process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track. Our services and strategies include:

  • Investment planning
  • Retirement planning
  • Education planning
  • Tax strategies
  • Business strategies
  • Insurance
  • Risk Management

 

Unbiased Financial Guidance

Planning for your financial future is one of the most important things you will ever do, so having access to resources and unbiased advice from a trusted partner can be invaluable. As an independent firm, Peak Wealth Management has the flexibility to offer access to a wide range of non-proprietary products and services, which means you receive unbiased financial guidance and an assurance that your best interests always come first.

 

 

 

 

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Contact Us

Peak Wealth Management LLC.
140 RUE BEAUREGARDSTE D
LAFAYETTE, LA 70508
Phone: (337) 456-8480
Fax: (337) 456-8487

120 WEST BELLEVUE ST.
OPELOUSAS, LA 70570
337-247-4041

Email: 
ray.leach@peakwealthmanagement.com
hank.morvant@peakwealthmanagement.com
chad.w.elter@peakwealthmanagement.com
vincent.lauer@peakwealthmanagement.com
charles.boagni@peakwealthmanagement.com