Peak Wealth Solutions

Peak Wealth Solutions is a registered investment advisory firm based in Pepper Pike, Ohio, established in 2003. The firm specializes in financial planning, investment management, insurance services, financial education, and retirement plan consulting. The team includes Gregory M. Gromek, David P. Kocsis, Bill Russo, Keith Witkowski, Jeffrey Mucciarone, Sarah Vale, and Daniel Vujanov. Peak Wealth Solutions acts as a fiduciary, meaning they are required to act in the best interests of their clients. They offer financial planning services with a modest initial fee and investment management services with fees ranging from 0.35% to 1.50% of assets under management. The firm provides investment discretion, allowing them to make decisions on behalf of clients without prior approval. Investment strategies are based on asset allocation, diversification, and risk management. Clients are primarily individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm's advisors hold various industry designations such as CFP®, ChFC®, CPFA®, and have clean disciplinary records. Clients have access to a team of experienced professionals dedicated to providing comprehensive financial services.