1515 S. Reserve Street,
At WestPeak Private Wealth, the way we manage your wealth is always tailored to meet your unique needs and objectives. We don’t rely on proprietary products or one-size-fits-all financial plans; we build every plan from scratch, based on your individual circumstances, then provide the exact services you need to help you reach your goals.
We do this by following a process that allows us to get to know you on a more personal basis—your current circumstances, long-term goals, concerns, needs, and more—then create a tailored plan that fits your life. We believe that a strong, trusted relationship and a customized, holistic approach to your finances is the best recipe for long-term growth and success.
We deeply value the trust our clients put in us to help them reach their goals. We take this responsibility seriously, which is why we follow a clear and detailed process to evaluate each client’s needs and determine the best course for giving you the support you need. Our five-step process includes:
The first step to developing a financial plan that meets your needs is a simple conversation with our advisors. So what do you have to lose? Schedule your initial complimentary consultation today, and see how our team can help you reach your financial goals.
The exact method we follow for managing your investments will be tailored to you, your risk tolerance, time horizon, and other important factors. However, our general investment philosophy is one of steady, long-term growth and strategic diversification. We follow three simple guidelines with our clients’ investments:
We continue to monitor your managed investments and your overall financial plan year after year, adapting as needed to meet your changing circumstances and needs. Each recommendation we make is done with your best interests and long-term success in mind, as part of your holistic financial plan.