Peak Financial Group
@peakfinancialgroup.com
We offer a first-class, highly personalized approach to wealth management for affluent executives, business owners and their families.
Peak Financial Group's Company Logos
Peak Financial Group's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#D15529
Piper
209, 85, 41
16, 67, 49
0, 59, 80, 18
#2847F3
Blue Ribbon
40, 71, 243
231, 89, 55
84, 71, 0, 5
#282828
Mine Shaft
40, 40, 40
0, 0, 16
0, 0, 0, 84
About Peak Financial Group
Peak Financial Group is an Irvine, California, wealth management firm serving affluent executives, business owners, and their families. The firm emphasizes a highly personalized, concierge-level approach, working with clients to address complex financial needs and provide guidance across the scope of their lives. It says its team has more than 30 years of experience.
Its services include financial planning, investment planning, estate planning strategies, executive planning, and planning for business owners. The firm presents these offerings as part of comprehensive wealth management intended to help clients manage the demands and magnitude of their wealth. Its website also provides information about the team, resources, and a client login.
Peak Financial Group is located at 18400 Von Karman Avenue, Suite 400, Irvine, CA 92612. It can be reached by phone at 949-474-6841 or by email at [email protected]. Securities and investment advisory services are offered through Osaic FA, Inc., a FINRA/SIPC member. The firm notes that Osaic FA is separately owned and that referenced entities and services are independent of it.
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Finance
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