Targeted Money Management Through Momentum

and Relative Strength ...

About Us

37 Years of Expertise in Investment Management

With over three decades of experience, our president at Peak Wealth Advisors has spent his time targeting wealth creation and preservation. Our commitment to personal service and independent investment choices has fueled our longevity and success in managing portfolios for both growth and income.

Our Investment Philosophy

Focused Targeted Portfolio Management

At Peak Wealth Advisors, we advocate for focused investment strategies. Unlike larger institutions that might spread their investments across overly diversified assets, we concentrate our efforts on a carefully curated selection of stocks. Our portfolios are intentionally constructed to target specific sectors and industries where we observe significant institutional interest and relative strength.

Our approach is designed with the goal of strategic placement within the market. By streamlining our holdings, each investment is chosen for its potential to contribute positively to the overall portfolio performance. We are guided by two principal philosophies:

1. Follow the Institutional Money: We pay close attention to where the major players are investing, as their movements can often provide valuable insights into market trends.
2. Efficiency is key: We believe in holding assets that have the potential to benefit your financial goals in the foreseeable future. "If it isn’t likely to contribute to your wealth soon - we question its place in your portfolio."

These philosophies help us in making informed and thoughtful investment decisions aimed at aligning with your financial objectives.

Income Generation Through Innovative Strategies

Our strategy integrates the use of individual stocks and exchange-traded funds (ETFs) that not only aim for growth but also generate substantial income. We utilize a Covered-call strategy to enhance the income on our investments, providing our clients with a much sought-after higher income stream, alongside potential capital appreciation.

The Next Revolution: Artificial Intelligence

Investing in the Future

Just as the internet revolutionized the world in the 1990s, we believe that Artificial Intelligence (AI) represents the next frontier for exponential market growth and investment opportunities. Our team is not only passionate about AI but is also educated about leveraging its potential to identify emerging trends and technologies.

Opportunities Ahead

AI is transforming industries and creating new markets at an unprecedented pace. Investment opportunities may arise from various sectors including healthcare, automotive, finance, and more, where AI technologies are enhancing efficiencies and creating new value propositions. As these technologies develop, they open up exciting possibilities for investors to tap into early-stage growth in companies that are poised to redefine the future.

Why Choose Us?

Independent and Client-Focused

Your financial goals are our priority. Completely independent in our investment choices, we customized our strategies to best fit your personal financial objectives. Our tailored approach ensures that each client receives a personalized investment experience designed to help maximize returns and minimize risks.

Join us at Peak Wealth Advisors, where your financial future is built on 37 years of trust, innovation, and a forward-looking investment strategy.