Tahoe Rim Wealth Advisors

Our Mission

At Peak Financial Services, we empower individuals to achieve financial clarity and stability through personalized guidance and comprehensive financial planning. We believe financial success is about building a lasting relationship with our clients, understanding their unique needs and goals, and collaboratively developing a customized roadmap to success.

Who We Are

Our team of experienced financial professionals boasts diverse expertise in areas of financial planning, investment management, retirement planning, and estate planning. We are passionate about simplifying the complexities of finance and providing clear, actionable guidance to empower our clients throughout their financial journey.

Our Three-Step Process

Every action we take is guided by our proven three-step process:

• Assessment: We analyze your financial situation, goals, and risk tolerance to identify potential gaps and opportunities.
• Planning: We collaborate with you to establish personalized financial plans that align with your unique aspirations and circumstances.
• Management: We implement and monitor your plan, making necessary adjustments along the way to ensure it remains effective and aligned with your evolving needs.

Our Services

We offer a comprehensive range of services to address your diverse financial needs, including:

• Retirement Planning & 401k Rollovers: We guide you through maximizing your retirement accounts, planning for withdrawals, and ensuring your future security.
• Financial Planning: We develop comprehensive financial plans that address your financial goals, risk management, and wealth accumulation strategies.
• Investment Management: We tailor an investment portfolio that aligns with your individual goals, risk tolerance, and market conditions.
• Market Analysis & Education: We provide regular market updates, insights, and educational resources to empower you to make informed financial decisions.

Our Commitment

At Peak Financial Services, we believe financial planning should be accessible and personalized. We take the time to understand your individual circumstances, goals, and aspirations to create a strategy that works for you. We are committed to providing exceptional client service, clear communication, and ongoing support throughout your financial journey.