About PEAK Wealth Management LLC

As a smaller firm, we operate with the highest level of integrity and accountability; we have no hidden agendas or pressure to do anything other than what is in our client's best interest. Growing and protecting your wealth is our priority. We are a Registered Investment Advisory firm (RIA). We are therefore required to act as a fiduciary to our clients, which means that our advice must be in our clients' best interests. We are a fee-based advisor, and our fee is calculated as a percentage of the assets we manage. We thrive when your portfolio thrives, thus, our goals are aligned with your goals.

Advisory Services Provided:

Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts

About Granite Bay Wealth Management, LLC

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals. We serve individuals and businesses in all areas of investment planning, including: - Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement. - Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. - Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals. - Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Jonathan is the Founding Principal of Commons Capital. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America  three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. For the last 13 consecutive years, Jonathan received the Boston Magazine FIVE STAR Wealth Manager Award for Overall Satisfaction. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected. For the last 12 years, Jonathan was named to the Barron's Winners Circle Top Independent Advisors and invited to attend the annual conference. The Barron's Winner's Circle Top Independent Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.

About Commons Capital

Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important  you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. We work across continents and across cultures, calling upon all that our distinctive team have learned and have lived, to create innovative and decisive possibilities with the certainty of action.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities