Ira Zito

Financial Peak is a financial planning and wealth management firm serving pre-retirees, business owners, retirees, and families. With more than 29 years of experience, the firm helps clients pursue financial independence through personalized guidance designed around their goals and circumstances. Its proprietary PILLAR Wealth Plan—Personalized Intergenerational Legacy & Long-term Asset Roadmap—brings together investment management, retirement income planning, tax-smart strategies, and legacy guidance. The approach is intended to help clients build wealth during their working years, preserve assets in retirement, and create a clearer path toward long-term financial confidence.

Financial Peak’s services include comprehensive financial planning, wealth management, investment and retirement planning, income planning, and support with Social Security, Medicare, long-term care, tax considerations, and estate planning. The firm also offers educational resources, including retirement readiness tools, financial articles, and free guides on retirement mistakes and Social Security benefits. Led by Ira Zito, CFP®, Financial Peak invites prospective clients to request a complimentary consultation to discuss their needs and explore a personalized financial roadmap.