Bringing Confidence to Your Wealth Management

At Wilson Peak Wealth Management we help clients pursue their investment goals with sound, honest financial strategies. You deserve a personal, tailored plan with individualized service. Lasting, meaningful and helpful relationships are the foundation of our practice. You've worked hard for your money and you should feel confident with your investment choices as you make decisions for today and for your future.
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Estate Planning Strategies

Bringing confidence to your estate and wealth planning. Estate planning prepares your assets to transfer to your heirs. Consider your assets: bank accounts, investment accounts, 401(k) or 403(b)plan accounts, real estate, land, art, businesses, gold and jewelry. This is your legacy and your estate plan will define what you would like to happen with these assets.

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Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We will look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Management

With over 15 years of experience, we provide comprehensive investment planning for families, organizations, working professionals and retirees.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MI, NC, NE, NJ, NY, PA, SC, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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