Peak Wealth Management is a personal wealth firm based in Saratoga Springs.
Our approach
Peak Wealth Management was built on the belief that the single greatest thing you can do to create your dreams for the future, is to plan and act in the present. Our goal is to give you the freedom to live your Peak Life.
Keep reading to find out more, or schedule a free, no-commitment call here.
Here’s what you can expect from Peak
Meeting with a wealth manager can be a daunting experience (especially for the first time!) - so we make sure that you know exactly what to expect for your first meeting and beyond - no surprises, only smooth sailing.
In-person and remote options
Our office is located in the heart of Saratoga Springs, NY, but we’re never more than a zoom call away.
Our Process
Understand your values
Create achievable goals
Craft a plan
Implement and review
James JT Cox
CFP, ChFC, BFA
Who we are
An avid hiker, outdoorsman, husband and father - JT’s entire mission is about helping people create a plan for the life that they want to live. I believe money is a tool that can be used to help you life your Peak Life.
Click the button below to learn more, or schedule a conversation at the top of the page.
Insights
