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How We Work

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.

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Our Financial Services

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.

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Our Wealth Managers

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.

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Download Our Don't Panic Ebook!

The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Gain Confidence in Your Financial Future

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

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.

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