Peak Wealth Advisors is an independent Registered Investment Advisor (RIA) based in Belleville, Illinois. The firm specializes in providing comprehensive wealth management services, which include financial planning, investment management, retirement planning, and legacy & estate planning. As a fiduciary, their stated mission is to always act in their clients' best interests, helping them build, manage, and preserve wealth through a disciplined and personalized financial strategy. The firm emphasizes a structured five-step process: Listen, Organize, Formalize, Implement, and Monitor, to guide clients toward their financial goals.

Founded in

United States