Peter Newman
- Role
- President and Founder at Peak Wealth Planning, Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Peter Newman
With over 25 years of experience in investment management and the prestigious designation…
Experience
President and Founder
Jan 2014 — Present
For those nearing retirement, we ensure that savings and investments can replace current income. • We empower clients to make informed decisions about money and risk so they can build wealth and enjoy their lives. • We help entrepreneurs and professionals implement proven investment solutions to meet retirement savings, college funding, and major purchase goals. • We work with Illinois and remote clients. • We coordinate with your trusted accountant and attorney to preserve and transfer wealth to heirs. • Peak Wealth Planning, LLC is a fee only, registered investment advisor based in Champaign, IL
Skills
- Finance
- Public Finance
- Investment Management
- Asset Management
- Investments
- Leadership
- Investment Properties
- Strategic Planning
- Asset Managment
- Portfolio Management
- Management
- Public Speaking
- Strategy
- Banking
- Strategic Business
- Real Estate Development
- Partnerships
- Commercial Real Estate
- Property Management
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