Peak Wealth Planning

Peak Wealth Planning is a Financial Planner in North Chicago, IL, located at 4311 N Ravenswood Ave Suite 217. It holds a rating of 5.00 based on 10 reviews.

The firm specializes in guiding ESOP participants, professionals nearing retirement, and entrepreneurs to achieve their retirement goals. Services include organizing investments, creating income to replace paychecks, and identifying ways to lower taxes for individuals nearing retirement. For ESOP participants, the firm helps with diversifying company stock, managing concentrated stock risk, and building balanced investment portfolios. Business owners receive assistance in turning sale proceeds into diversified portfolios that deliver reliable income.

Peter Newman, PhD, CFA®, founded Peak Wealth Planning in 2014. He specializes in working with individuals approaching retirement, particularly those with concentrated wealth such as ESOP participants. Prior to founding the firm, Peter spent two decades managing treasury and investments for the University of Illinois System, overseeing hundreds of millions of dollars in institutional assets. He also spent 15 years as a real estate investor and developer.

Afton Swenor serves as the Client Care Coordinator, bringing nearly a decade of experience in customer service and operations within fast-paced telehealth startups.

The office is situated on N Ravenswood Avenue, about a tenth of a mile from Helen Zatterburg Park and the Montrose train station.

BizScoreAI awarded Peak Wealth Planning a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page of the website. The firm also achieved a Technical score of 95 out of 100, confirming the site is secure and readable by search engines without errors. Additionally, the business ranks number 1 of 6 Financial Planner businesses that BizScoreAI has scored in North Chicago.