Fee-Only Financial Planning and Investment Management services for ALL
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​​No Income or Account minimums
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No Hidden Fees, Commissions, or Sales pitches
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​More Transparency on how we operate and work with clients
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Option, not the obligation, for investment management services, allowing you to maintain custody and control of your investments
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Learn more about our Financial Services​
We believe you shouldn't need millions to have access to quality financial advice and guidance.
What Makes WestPeak Financial Different?
We believe that your financial success should be defined by your values and goals, not those of a company.
Being a Fee-only Investment Advisor means we are paid only by our clients. This allows us to avoid conflicts of interest and provide objective financial advice to our clients.
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Learn more about WestPeak Financial
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Work With a Trusted Partner to create YOUR path to Financial Independence.
Solutions tailored to meet your Financial Needs and Goals
We understand that financial conversations may be challenging and intimidating for many reasons. We've built a process that makes the conversation interactive, educational and comforting for clients regardless of their financial situation or investment knowledge.
To put it simply, our role at WestPeak Financial is to listen, not judge; learn, not lecture; educate, not sell. ​
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Learn more about our Process
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High-Quality Financial Advice, Low Monthly Cost
Comprehensive Financial Planning
Individuals​​​​​​​​​​
Couples & Families
$130​​​
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$225
PER MONTH
(12 Month Commitment)
PER MONTH
(12 Month Commitment)
No Income or Account minimums
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Full scope financial assessment and review
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You maintain custody and control of your investments, we educate and empower you to better invest for your future
Looking to review or discuss a major life event or financial situation? We also offer One Time Financial Planning options.
Investment Management
WestPeak Financial offers investment management services as an option, not an obligation, to those investors who are looking for professional management assistance to reach their financial goals. Financial portfolios are customized to your unique financial situation in order to help you achieve your financial goals.
Assets Under Management
Management Fee
$0 - $999,999
$1,000,000 - $1,999,99
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$2,000,000 & Up
0.70%
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0.60%
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0.50%
Learn more about our Financial Planning and Investment services
READY TO BEGIN YOUR FINANCIAL JOURNEY?
LET'S GET STARTED
We look forward to partnering with you on your journey to financial independence! Give us a call or send us an email. We look forward to the opportunity to discuss more about our firm and what makes WestPeak Financial different.
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Phone: 732.242.4939
Email: info@westpeakfin.com
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