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Peak Financial Management, Inc.
       
 
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Peak Financial Management, Inc.
 
 
Overview: 

Peak Financial Management, a boutique wealth management firm, was founded in 1991. As a fee-only registered investment advisor for more than two decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond.

While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time.

We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to.
History: 

Since the founding of Peak Financial Management in 1991, investors have seen every kind of economic and political drama. We’ve experienced two recessions and the dot.com bubble. We’ve marveled at game-changing companies like Amazon and Google and the rise of China and other emerging economies. We’ve survived the mortgage crisis and great recession and huge governmental bailouts. We’ve seen record highs and lows.

Through it all, our approach to wealth management has remained the same — create for each client a comprehensive and customized plan that includes both financial planning and disciplined investing, and stay focused on long-term goals, not on daily fluctuations in the markets.

This long-term orientation has served our clients well, and has attributed to Peak founder Pran Tiku’s being sought for insight and advice by various financial media. He has contributed to both local and national media, including: CNBC, Medscape, and the Bazinga TV radio program.

Pran’s expertise in emerging markets led to the publication of his latest book, The Emerging Markets Handbook: An Analysis of the Investment Potential in 18 Key Emerging Economies published by Harriman House in May 2014. Pran additionally authored another book back in 2008 called Six Sizzling Markets: How to Profit from Investing in India, China, Korea, Mexico, Brazil and Russia.
Toll Free:  +1 877 567 9500


 
 
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