Peak Point Capital Management, LLC
Investment management and financial planning services that provide you clarity in a changing world. Superior solutions customized to your unique situation, giving you confidence that you’re on track to achieve your goals.
Peak Point’s mission is to deliver clarity to clients’ financial lives. Clients who desire expert advice and don’t have the time or patience for opacity. Those who want objective advice and see an advisor as a partner who helps them reach their goals. And who want to work with passionate people and be inspired. Peak Point is different from other advisory firms because of its independence and customized approach to investment management and financial planning. As a Registered Investment Advisor (RIA), Peak Point is held to the highest legal standard – a fiduciary duty of care to its clients. This, and a commitment to a compensation model that is 100% fee-based, provides objectivity and independence.
Address: 34-3 Shunpike Road #201, Cromwell, CT 06416, USA
Phone: +1 860 543 0721
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