Mountain PEAK Wealth Advisors, located in Fort Wayne, IN, is a trusted Registered Investment Advisor offering comprehensive financial planning services to clients seeking to accumulate wealth and plan for a fulfilling retirement. With over 30 years of experience in the financial services industry, their president and chief compliance officer, Jeff Presley, leads a team of knowledgeable professionals who tailor strategies to fit each client's unique situation, providing expertise in cash flow management, estate planning, income tax planning, insurance planning, investment planning, and retirement planning.
As an independent firm committed to long-term financial success, Mountain PEAK Wealth Advisors takes the stress out of managing finances, allowing clients to focus on their priorities. They understand the specialized needs of high net worth individuals, retiring business owners, and blended families, maintaining strong relationships with professionals in various fields to ensure comprehensive coverage of clients' financial well-being. Whether clients are pre-retirees or retirees of all ages, Mountain PEAK Wealth Advisors offers guidance on investment allocation, wealth protection, risk management, Social Security benefits, retirement income planning, legacy planning, and how to truly enjoy retirement.
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