Comprehensive Christian Wealth Management Services
Comprehensive wealth management that aligns your wealth with your biblical wisdom and prepares you for the future
Explore Services
Investment Management
We help you invest in ways that align with biblical values and promote human flourishing. Our hands-on approach engages with companies making positive change while pursuing strong returns through biblical principles.
Our approach is:
Our approach is:
Active: We dynamically adapt to changing markets
Intentional: We thoughtfully evaluate the ethical implications of each investment
Engaged: We actively vote shares to influence positive corporate change
As your fiduciary advisor, we deliver:
Custom portfolio design aligned with biblical values
Strategic asset allocation and tax optimization
Multi-layer diversification for risk management
Behavioral coaching through market cycles
Regular rebalancing and performance monitoring
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Retirement Planning
Retirement isn't just about financial security—it's about living out God's purpose in a new season of life.
We help you navigate this significant transition by combining biblical wisdom with proven retirement strategies. Our approach ensures you have both the financial resources and the spiritual perspective to make retirement meaningful.
Our retirement planning focuses on:
We help you navigate this significant transition by combining biblical wisdom with proven retirement strategies. Our approach ensures you have both the financial resources and the spiritual perspective to make retirement meaningful.
Our retirement planning focuses on:
Creating sustainable income strategies
Building a legacy of generosity
Developing tax-efficient distribution plans
Meet regularly to review and adjust your strategy
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Estate Planning
Your legacy can impact generations. We help you pass on both wealth and wisdom in ways that honor God.
Having walked with countless families at the death or incapacitation of loved ones, we have a good idea of what works well and what doesn't.
Our technical expertise ensures your plan works efficiently while our biblical foundation keeps it focused on what matters most.
We guide you through:
Having walked with countless families at the death or incapacitation of loved ones, we have a good idea of what works well and what doesn't.
Our technical expertise ensures your plan works efficiently while our biblical foundation keeps it focused on what matters most.
We guide you through:
Family legacy planning
Charitable giving strategies
Trust and estate considerations
Tax-efficient wealth transfer
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Insurance Planning
As an independent third party, we will help you review and select the policies that are right for you.
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Tax Planning
Smart tax planning creates more resources for kingdom impact. We help you be a faithful steward while honoring your obligations.
Our approach combines biblical principles with strategic tax planning. We work year-round to help you minimize taxes legally while maximizing your ability to give generously.
Our approach combines biblical principles with strategic tax planning. We work year-round to help you minimize taxes legally while maximizing your ability to give generously.
Tax-efficient investment strategies
Charitable giving strategies
Tax-efficient wealth transfer
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Client Stories
Jayden and Tonya believe that they are “called to create” by God. They love seeing opportunities to add value in their community and organize the resources and people necessary to make an idea a reality.
The Serial Entrepreneur
,
Austin, TX
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David and Sarah have 4 kids, ages 15, 12, 10, and 7. Sarah is a stay-at-home mom and David is the CEO of a healthcare company.
The Executive
,
Orange County, CA
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As young parents, Daniel and Avery feel torn between several different financial priorities and are constantly faced with financial decisions. Should they prioritize saving for college or investing for retirement?
The Young Family
,
Portland, OR
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To craft a retirement plan that blends comfort with active Christian stewardship, enabling them to engage in meaningful Kingdom work.
The Business Owner
,
Colorado Springs, CO
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Sofia would like to own a home, but doesn’t know how much she can afford or if it even makes sense to buy something right now.
The Young Professional
,
Dallas/Fort Worth, TX
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Jack and Linda reached out to Peak Financial Management looking for help planning for retirement.
The Retiree
,
Scottsdale, AZ
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About 4 years later, they found out they were pregnant with their first child. Soon after that, Alexis’ grandfather passed away and they found out he left them a portion of his estate, currently worth $4 million.
Sudden Wealth
,
Atlanta, GA
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Transform financial uncertainty into confidence
Schedule a 25-minute consultation to learn how Peak Financial can help.
Schedule a 25-Minute Meeting
