The Peak Team
Serving the greater Northborough, MA area.
Location
Northborough, MA 01532 (508) 351-9775
A team behind every plan
Building long-term relationships is our priority at the Peak Team. We believe that you can’t offer successful wealth management without first establishing a foundation of trust. We also believe that an integrated approach to wealth management is essential. For instance, you can’t seek to optimize after-tax wealth without integrating investment strategy with the tax and estate plan. Finally, we are committed to using prudent investment strategies. While we consider the big picture of comprehensive wealth management, we are knowledgeable of and attentive to our clients’ individual needs. At the end of the day, when all things are said and done, we help people retire.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Northborough, MA
Northborough, MA 01532
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Peak Team
Newsroom and Resources
View AllPeak 1 - 7 Health Care Dividend Stocks to Watch
Peak 2 - Solo 401(k) vs. SEP IRA: Big Decision for a Small Business
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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