Peak Wealth Planning

Is it you?
Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Peak Wealth Planning is a Wealth Management Firm based in Champaign, Illinois. Established in 2014, it offers investment advisory services. The firm is typically engaged with the clients who are planning for retirement or already retired, ESOP participants with concentrated wealth in company stock, business owners & entrepreneurs, and real estate investors or developers. The assets are managed by the executive team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
Show more
Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
Show more
See other investors
Made with in San Francisco, Valencia, Oslo, Cherkasy and Warsaw© 2015-     Foundersuite, Inc.