1-855-949-PEAK
Recognized for both Social Media Leadership & Practice Management.
It’s official! Our advisors give us the highest marks across the board. Find out why our advisors are so happy. Click here to read the full article.
Rated #1 in compliance by Wealth Management’s Independent Broker-Dealer Report Card.
At our core, we are advisors helping advisors – we understand the issues you face in your business and we enjoy a culture where sharing ideas and support is the norm. PEAK was created so that all representatives have a voice, and every voice matters. Our founding partners ascribe to an entrepreneurial spirit where representatives encourage and assist others to achieve their full potential. Time and again, we are fortunate to experience instances where our successful colleagues and peers step up to help one another in the pursuit of growth and development. That willingness to provide guidance and support to expand market opportunities is a perfect example of the PEAK Difference! We are intent upon spreading the message of HOW we are different and WHY it matters, especially in the face of change within our industry.
At the core of PEAK is our culture of collaboration, flexibility and support. Our Managing Partners are actively engaged with, and available to, our advisors. We champion cooperation and teamwork as the foundation to deliver successful results based on our collective knowledge and capabilities. This basic tenet permeates the firm – our partners, advisors and home office interests are truly aligned.
One of the most beneficial advantages available to PEAK advisors is the accessibility and generosity of our partners and peers, which collectively represents a deep pool of resources that possess exceptional marketing expertise. Our top producing reps share not only their expertise, but their materials, presentations, checklists and, most importantly, their time.
As a privately-held company built by advisors for advisors, the managing partners of PEAK feel it is important to offer a unique ownership opportunity to our peers. Advisors may explore equity participation as a benefit of their relationship with PEAK. We are looking for true partners with a shared goal to empower the overall PEAK family.
At the core of PEAK is our culture of collaboration, flexibility and support. Our Managing Partners are actively engaged with, and available to, our advisors. We champion cooperation and teamwork as the foundation to deliver successful results based on our collective knowledge and capabilities. This basic tenet permeates the firm – our partners, advisors and home office interests are truly aligned.
One of the most beneficial advantages available to PEAK advisors is the accessibility and generosity of our partners and peers, which collectively represents a deep pool of resources that possess exceptional marketing expertise. Our top producing reps share not only their expertise, but their materials, presentations, checklists and, most importantly, their time.
As a privately-held company built by advisors for advisors, the managing partners of PEAK feel it is important to offer a unique ownership opportunity to our peers. Advisors may explore equity participation as a benefit of their relationship with PEAK. We are looking for true partners with a shared goal to empower the overall PEAK family.