Mountain Peak Wealth Advisors
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Mountain PEAK Wealth Advisors LLC, located in Fort Wayne, IN, specializes in comprehensive financial planning services tailored to help clients accumulate wealth and prepare for a fulfilling retirement. With over 30 years of experience and a commitment to independent advice, the firm addresses diverse needs, including cash flow management, estate planning, tax strategies, insurance, and investment planning.
Led by Jeff Presley, the president and chief compliance officer, Mountain PEAK Wealth Advisors serves a variety of clientele, particularly pre-retirees and retirees. The firm's knowledgeable team focuses on delivering personalized strategies while maintaining strong connections with other financial professionals to ensure a holistic approach to financial well-being.
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