Who We Work With

Peak-Options Private Wealth Management has had the opportunity to work with some of the most accomplished individuals in the United States, many of which have created their wealth through hard work and a willingness to go above and beyond the standard. That is why we are committed to doing the same.

Many of our clients are sophisticated investors, including managing partners of private equity firms and hedge funds, or others who have experienced a life-changing liquidity event. Either way, they have all enjoyed the kind of financial success that creates tremendous opportunities and complex challenges.

It is our ability to deliver intimate and experienced advice that has brought us the success that matters most. With fine-tuned financial advice that combines years of experience with exceptional one-on-one service, we have created a circle of loyal and highly satisfied clients. Our strong relationships stretch across market cycles and generations, allowing us the privilege of working with many profoundly successful families, including:


Business Owners

Professional Sports Team Owners

Women in Leadership

Casino Owners

Sudden Wealth

Family Offices

Founding Partners and Hedge Fund Managers

Public Company CEOs

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