What departments does Peak Financial Management, Inc. have?

Peak Financial Management, Inc. has employees across 4 departments including Administrative, Analytics, Research, Arts & Design.

What is the largest department at Peak Financial Management, Inc.?

The largest department at Peak Financial Management, Inc. is Administrative with 1 employees.

Where are Peak Financial Management, Inc. employees located globally?

Peak Financial Management, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Peak Financial Management, Inc.'s team size changed over time?

Peak Financial Management, Inc.'s team has decreased from approximately 9 to 7 employees based on available data.

Peak Financial Management, Inc. Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Peak Financial Management, Inc. operates in the investment management space as a fee-based registered investment advisor. For more than twenty years, it has guided individuals and families across New England and beyond by developing wealth management plans tailored to each client’s unique circumstances. The firm emphasizes a close, relationship-driven approach, treating clients as part of an extended family and aiming to relieve them of the time and complexity involved in financial decision-making.

Headquartered in Wellesley, Massachusetts, the practice focuses on wealth management as its full-time work, providing ongoing guidance to clients during uncertain times. With a small team, Peak Financial prioritizes personalized service over scale and seeks to foster long-term relationships rather than rapid growth.

Peak Financial Management, Inc. Global Highlights

North America
23

United States Of America
23

Peak Financial Management, Inc.'s Leadership

O. W.
Vice President Exports
Mobile Phone
Email
J. C.
Vice President
Mobile Phone
Email
P. H.
Accouts Receivables Credit Manager
Mobile Phone
Email
J. P.
Executive Assistant
Mobile Phone
Email
S. O.
Research Analyst
Mobile Phone
Email
T. G.
Research Associate
Mobile Phone
Email
W. B.
Architect Design
Mobile Phone
Email

Peak Financial Management, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Accounting
Administrative
Other

Contact profiles from Peak Financial Management, Inc.

Name

Title

Contact Info

Location

Last Update

J. C.
Vice President
Mobile Phone
Email
Oct 23, 2024
O. W.
Vice President Exports
Mobile Phone
Email
Oct 22, 2024
P. H.
Accouts Receivables Credit Manager
Mobile Phone
Email
Oct 23, 2024
J. P.
Executive Assistant
Mobile Phone
Email
Oct 17, 2024
S. O.
Research Analyst
Mobile Phone
Email
Oct 22, 2024
T. G.
Research Associate
Mobile Phone
Email
Jul 22, 2026
W. B.
Architect Design
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Peak Financial Management, Inc. known for?

Peak Financial Management, Inc. was founded in 1991 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-781-487-****

. Explore Peak Financial Management, Inc.'s company overview page for more information.

What is Peak Financial Management, Inc.'s most common email format?

Peak Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Peak Financial Management, Inc. email formats with LeadIQ.

How many employees does Peak Financial Management, Inc. have currently?

Peak Financial Management, Inc. has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Peak Financial Management, Inc.'s key employees and leadership?

As of August 2026, Peak Financial Management, Inc.'s key employees include:

Vice President Exports: O. W.
Vice President: J. C.
Accouts Receivables Credit Manager: P. H.
Executive Assistant: J. P.
Research Analyst: S. O.

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Peak Financial Management, Inc. Employee Directory

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Peak Financial Management, Inc. Global Highlights

North America
23

Peak Financial Management, Inc.'s Leadership

Peak Financial Management, Inc. Employee Metrics

Contact profiles from Peak Financial Management, Inc.

Frequently Asked Questions

What is Peak Financial Management, Inc. known for?

What is Peak Financial Management, Inc.'s most common email format?

How many employees does Peak Financial Management, Inc. have currently?

Who are Peak Financial Management, Inc.'s key employees and leadership?

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in one platform.

What you can expect from LeadIQ:

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Peak Financial Management, Inc. Employee Directory

Find Peak Financial Management, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Peak Financial Management, Inc. Global Highlights

North America23

Peak Financial Management, Inc.'s Leadership

Peak Financial Management, Inc. Employee Metrics

Contact profiles from Peak Financial Management, Inc.

Frequently Asked Questions

What is Peak Financial Management, Inc. known for?

What is Peak Financial Management, Inc.'s most common email format?

How many employees does Peak Financial Management, Inc. have currently?

Who are Peak Financial Management, Inc.'s key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
23

Everything for prospecting,
in one platform.