At WestPeak Financial, we provide fee-only financial planning and investment management, with no asset minimums or requirements to manage your money. That means No commissions and No sales quotas, allowing us to ensure transparency, accountability and maintain the highest standards for our clients.​

We understand that financial conversations can be challenging and intimidating for many reasons. We built a process that makes the conversion 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.  ​