Peak Wealth Management LLC

Peak Wealth Management LLC My Mission as a Financial Advisor
Inspire others to find their "WHY" behind financial planning. I coach my clients to deliberate action towards their goals.

Northwestern Mutual is one of the greatest financial planning firms in the nation. This page is designed to help bring clarify to relevant questions, provide insight to financial planning strategies and help people prepare for the future.

We're proud to share an exciting new chapter for Peak Wealth Management! As we continue to grow, we are thrilled to anno...
06/01/2026

We're proud to share an exciting new chapter for Peak Wealth Management!

As we continue to grow, we are thrilled to announce our alignment with Mark Van Wagenen and his team. This partnership represents a powerful step forward; expanding out resources, strengthening our skill sets, and welcoming exceptional new team members who share our commitment to client success.

This is an incredible season of growth for Peak, and we couldn't be more energized about what it means for the individuals and families we serve. Together, we're better equipped than ever to plan with intention, provide deeper insight, and help our clients achieve their goals with confidence. The future is bright!

If you have any questions, please do not hesitate to reach out.

05/28/2026

Get organized. Then get intentional.

Start with the basics: Get organized. Know what you have to work with.

- Know your vision: where you're headed and why it matters.
- Build your team: the right people change everything.
- Forge professional relationships: CPA's, attorneys, lenders, and trusted partners.

Once that foundation is set, we step in and help build the game plan: cash flow, growth priorities, and a roadmap that actually works.

Ready to get organized and level up your plan? Let's talk.

Memorial Day Weekend was one for the books! The boys and I headed out to the sand dunes, spent the night, and really enj...
05/26/2026

Memorial Day Weekend was one for the books! The boys and I headed out to the sand dunes, spent the night, and really enjoyed the moment. Things got a little wild when we flipped the razor, but we all walked away good!

Wrapped up with some fresh summer haircuts (yes, they picked their own styles...) and we're feeling reset and ready for the week! Grateful for time with my kids always.

05/21/2026

How you do one thing is how you do everything.

If you want different results, start by examining the small stuff, the habits, and the way you show up for the little things. Those patterns compound.

Think less about the finish line and more about how far you've already come. When you acknowledge progress, you shift your mindset from pressure to momentum, and momentum is how growth turns exponential.

Flip the lens: focus on progress, not perfection. That's where the real growth starts.

Practical retirement planning balances lifestyle priorities, timing, and flexibility. It's less about perfection and mor...
05/19/2026

Practical retirement planning balances lifestyle priorities, timing, and flexibility. It's less about perfection and more about having options when you need them. If you're wondering where to start, we can help simplify it.

05/18/2026

One of the biggest lessons from The Science of Scaling 📚

Growth is linear.
Scaling is exponential. 🚀

A lot of leaders can grow something through hard work and effort.
But scaling requires a different level of leadership, systems, people, vision, and ex*****on.

This book has been incredibly impactful for me as a founder and CEO.

One thing that stood out:
The bottleneck in scaling is often the leader themselves.

I’ve also really enjoyed the community and coaching at http://spr.ly/6188BBLebr. Strong leaders. Practical frameworks. Real conversations.

I’m giving away a few free copies of the book.

DM me if you want the referral link. 📖

Also curious:
What do you think is the biggest thing stopping businesses from truly scaling? 👇

05/15/2026

Guilt in business: let's reframe it.

You carry guilt about choices, missed chances, or trade-offs. It's heavy. Here's how I try to handle it now:

- Step back: view your life from a third-party perspective. See the whole picture, not just the moment.
- Speak kindly to yourself: talk to yourself the way you'd talk to your best friend.
- Practice ultimate acceptance: own the choice, learn fast, then move on.
- Remember you have options: there's almost always a next step, a corrective course, a new play.
- Forgive: for your sake and for the people who need you present.

Money gives us security. Security gives you the space to work on yourself, to fix what needs fixing, and to build something that lasts. Be kind to yourself today!

05/13/2026

Happy 5-year work anniversary to Jake!

Over the past five years, Jake has proven to be one of the smartest guys I know and an incredible addition to our team. His hard work, dedication, and impact have never gone unnoticed. Thankful for everything you bring to the table for us and for our clients.

Stepped away from the chaos for a spontaneous sand dunes trip with my boys, their grandpa, and David, and it was so much...
05/11/2026

Stepped away from the chaos for a spontaneous sand dunes trip with my boys, their grandpa, and David, and it was so much fun.

A great reminder that balance, presence, and shared experiences fuel everything we do.

Grateful for time with family and friends always!

05/08/2026

Boundaries aren't limits, they're lift. 🪁

I think about boundaries like the tension on a kite. With the right tension, the kite soars higher and stays steady. Cut the tension and it falls fast.

Boundaries do the same for life and work:

- They protect focus.
-They guard relationships.
-They create space to lead clearly.

They're not restrictions, they're the structure that lets you perform, serve, and show up at your best.

Address

Provo, UT
84604

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18012258000

Website

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