Small by design, so you always know who to call.
Founding Partner
Marguerite spent her early career building financial models for mountain-town hospitals before deciding she'd rather help families than spreadsheets. She founded Peak Wealth Management to offer the kind of patient, conflict-free advice she wanted for her own parents. She leads the firm's planning process and still meets personally with every new client family. Outside the office she coaches youth cross-country and is slowly learning the cello.
Partner, Investment Strategy
Desmond oversees portfolio construction and research. He believes most investors are better served by discipline than by cleverness, and he writes the firm's quarterly letters with that in mind. Before joining Peak Wealth Management he worked in municipal bond research for a regional bank. He is an avid trail runner, an amateur bread baker, and the office's unofficial coffee critic.
Senior Planner
Priya specializes in retirement income and tax-aware planning for clients approaching or recently in retirement. She enjoys turning complex rules into simple, clear choices, and is known for her color-coded decision maps. Priya previously worked alongside estate attorneys, which shapes how she coordinates legacy planning. She volunteers teaching financial basics at the public library each spring.
Client Service Director
Tomás makes sure the details never slip: account paperwork, transfers, meeting prep, and the dozens of small requests that come up in a year. Clients appreciate that he answers the phone and follows up without being asked. He joined Peak Wealth Management after a decade in hospitality operations, and brings that same focus on service. He spends weekends fly-fishing and restoring an old canoe.
