Welcome to Peak Wealth Group, your expert in managing your finances!
Retirement Planning
Use our strategies and retirement advice, including retirement calculators to help you retire faster.
A personalized service
Every investment strategy begins with a detailed checklist. We ask you about your investment history and experience, your short and long-term goals. Also we will touch on how you see your retirement options, and the which risks you feel ok with taking. We do that to tailor your investment plan as closely to your needs as possible. Everything else is built up on these insights. It lets us develop a diversified portfolio that’s aligned with your financial objectives as closely as possible.
Our renowned coaching programs will allow you to:
- Relationships with clients, with employees
- Integrity in all we do to achieve full potential
- Cut expenses without sacrificing quality
- Integrity in all we do to achieve full potential
- Hone sharp leadership skills to manage your team
- Manage your time so you’ll get more done in less time
Holistic Approach
The most fundamental of all our work principles is that if the client is happy, then we’re too. This is ensured by the fact that we offer whole range of fiscal consulting – staring with taxes and accounting, all the way to investment opportunities and retirement planning!
Risk-Free
Via advising on our client’s investment and liquidity portfolios we come to manage significant amount of money. But for us, the bigger the sum is the higher our responsibility is. We’ll never cause you lose money due to unsound or plain risky strategy!
Long History
Since the times former Wall Street expert John Steven Levegerie and his fellow investment market colleagues decided to quot their respective firms in order to form their own, we’ve grown in so many remarkable and expertise-wise ways!
Reasonable Fees
While we do work with the world’s and nation’s richest companies across the aisle here in New York and on Wall Street, we never mismanage their trust in us. Meaning, all of our pricing and service fees are reasonable, just and dictated by the revenue we bring in!