Peak Wealth Management

Peak Wealth Management Our Team strives to help you accomplish your financial freedom by providing a solutions based wealth

At Peak Wealth Management we provide clients with advice that is individual to them, not just the portfolio.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
06/03/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The key to healthcare in retirement might be a patchwork of different choices.
06/01/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
05/29/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
05/27/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
05/25/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
05/22/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
05/20/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Terrible or wonderful; Could a variable annuity be right for you?
05/18/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Social Security: Retirement's main source of income or monthly bonus? You decide.
05/15/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

When considering a record keeping system for your business, you need to ask yourself some very important questions
05/13/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Address

205 Orchard Avenue
Bridgeport, WV
26330

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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