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Holistic Solutions
 
 
Overview: 

Holistic Solutions is a California Registered Investment Advisor located in Sonoma County, California, with a nationwide clientele. Owned and operated by Christopher Peck, Holistic Solutions maintains the highest level of professional competency in financial services. A Certified Educator in Holistic Management, Christopher provides outstanding client service and satisfaction. Holistic Solutions is a member of the Social Investment Forum and the Financial Planning Association. References available upon request.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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