Peak Financial Management, Inc based in Waltham, Massachusetts, is a fee-only investment advisor registered with the Securities and Exchange Commission. Peak Financial Management provides professional and experienced investment management and planning services to high net worth clients. Peak Financial has been incorporated since 1991, and they have a team of dedicated professionals with uncompromising objectivity, who have put years of expertise to help achieve financial security. Whether you are preparing for retirement, funding education, managing money or planning your estate, their team of independent financial advisors and investment management specialists are ready to listen, understand, and develop the solutions you need to help you reach your goals.