How We Work
By truly listening to our clients and getting to know your needs, we can create a financial plan exclusively designed to help you reach your goals.
Our Financial Services
We provide a wide selection of world-class services to draw from, allowing us to offer customized wealth management solutions to meet your needs.
Our Wealth Managers
Our team has over 40 years of combined experience in the financial industry, and we have the skills and knowledge to support you on your financial journey.
Gain Confidence in Your Financial Future
At WestPeak Private Wealth, we provide our clients with more than short-term financial growth. We develop trusted relationships and offer long-term support and education that can help you to feel more confident in your own financial future. Through education, transparency, and a strong personal relationship, we guide our clients to long-term success. No matter what changes life might bring, you can look to the future with the confidence that your finances are on the right track.
Backed by Kestra Financial and Fidelity Institutional
WestPeak Private Wealth is a small firm supported by the resources, stability, and expertise of two renowned financial institutions: Kestra Financial and Fidelity Institutional. This allows us to provide you with the personalized, one-on-one support you deserve, while tapping into the experience, solidity, and resources that these firms offer. Kestra Financial and Kestra Private Wealth Services provide us with the flexibility and resources to deliver premier service solutions to all of our clients, while Fidelity Institutional offers a safe, technologically robust platform to maintain our clients’ assets. We’re proud to provide our clients with world-class service with the support of these firms.