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Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Honored to receive recognition

All of us at WisdomPEAK Wealth Advisors are excited to announce that our colleague, John A. Kovalek, was named a 2024 Five Star Wealth Manager! This recognition is a testament to the loyalty of our clients, the dedication of the WisdomPEAK Wealth Advisors team and the great experience we work so hard to provide for our clients every day.