Peaks Wealth Advisors

Peaks Wealth Advisors is a financial planner in Austin, TX, located at 111 Congress Ave. Suite 516. It holds a rating of 4.90 based on customer reviews.

The firm provides personalized investment strategies, risk management services, and comprehensive financial planning to help clients achieve their financial goals. Services include building retirement plans that create reliable income streams, minimizing taxes in retirement, and preparing for healthcare costs such as Medicare and long-term care. The advisors also help maximize Social Security benefits through personalized claiming strategies and coordinate estate plans to protect assets and legacies.

Wealth manager Aaron Barnes leads the firm, bringing nine years of experience in corporate sales to his role. He focuses on risk management, client relations, and financial planning to provide dedicated wealth management services. Barnes offers one-on-one guidance to develop strategies tailored to a client's specific time horizon and risk tolerance. Outside of work, he is passionate about community service, spending time with family, and pursuing interests in reading and history.

Peaks Wealth Advisors sits at 111 Congress Ave. Suite 516, just steps from the Congress Avenue memorial and the Roberta Crenshaw Overlook at Shoal Beach at Town Lake Metro Park.

Services:

• Comprehensive Retirement Planning
• Expert Financial Planning
• Holistic Wealth Management
• Professional Risk Management
• Tailored Investment Strategies