Our story is about our clients and the commitment we have to improve their lives. Founded by Terry Hefty in 1994 and registered as an Investment Advisor with the SEC in 1996, our mission has always been to empower families and individuals by... building relationships of trust around personalized financial advice.
We pride ourselves on helping families and investors formulate and execute a plan to reach their personal goals, protect their wealth, and feel secure in their financial future. Our clients lead full, busy lives, so we dig in, plan, execute, and through it all provide guidance, support, and peace of mind.
In practice, the Peak approach is built on a foundation with three components: Structure, Strategy, and Discipline. Every client
Grow your business now by claiming your business profile and get full control over your business information and unlock powerful tools to engage with customers.
Benefits of claiming your profile:
Respond to customer reviews directly
Update business information and hours
Access analytics and customers insights
Submit a report to ProvenExpert
Quality assurance is the top priority of ProvenExpert's terms of use and evaluation guidelines.
However, should you feel that a review is in violation of our guidelines, you can submit a request to have the review assessed by the ProvenExpert quality assurance team by using the following contact form.
Send email to reviewer
* Required fields
You have already posted this review on . Posting again might create duplication.
Continue?