Peak Wealth Planning

Peak Wealth Planning is a financial planner in North Chicago, IL. The firm specializes in guiding ESOP participants, professionals nearing retirement, and entrepreneurs to achieve their retirement goals. Its services include organizing investments, creating income to replace a paycheck, and identifying ways to lower taxes for individuals approaching retirement. For ESOP participants, the firm helps with diversifying company stock, managing concentrated stock risk, and building a balanced investment portfolio. For business owners, it assists in turning sale proceeds into a diversified portfolio that delivers reliable income. The firm holds a perfect 5.00 rating based on customer reviews.

The practice was founded in 2014 by Peter Newman, who holds a PhD and the CFA charter. Before establishing the firm, Newman spent two decades managing treasury and investments for the University of Illinois System, where he oversaw hundreds of millions of dollars in institutional assets. He also spent 15 years as a real estate investor and developer, gaining experience in tax strategy, risk management, and leverage. His approach focuses on helping clients make coordinated decisions regarding investments, taxes, and retirement rather than addressing these areas in isolation. Afton Swenor serves as the Client Care Coordinator, bringing nearly a decade of experience in customer service and operations within telehealth startups to the team. The firm's process begins with a discovery call to understand a client's vision, values, and financial goals before developing a customized proposal.

The office is located at 4311 N Ravenswood Ave Suite 217. It sits on N Ravenswood Ave, about 0.1 miles from Helen Zatterburg Park and the Lillstreet Art Center. The Montrose train station is also approximately 0.1 miles away, while Ravenswood Elementary School is about 0.2 miles from the location.

Peak Wealth Planning is known for its positive customer rating and its specialized focus on high-net-worth individuals and ESOP participants. The firm stands out in the North Chicago area for its tailored approach to wealth protection, portfolio growth, and retirement planning.