Peak Wealth Management
About us
Simplifying Financial Solutions to Empower Others At Peak Wealth Management, it is our mission to simplify the seemingly complex matters of financial management so that our clients feel empowered in making important financial decisions. Through straightforward, honest financial planning and ongoing support, we aim to give our clients the confidence they need to take control of their futures. About Our Firm Peak Wealth Management was established in 2007, in the small town of Bridgeport, West Virginia. We’re passionate about helping our small community thrive and grow by providing local business owners and families with the financial guidance and services they need to succeed.