Kneip Erik

Peak Wealth Solutions is a financial services firm based in Beachwood, OH, specializing in wealth management and investment strategies for individuals and businesses. With a focus on personalized financial planning, Peak Wealth Solutions aims to help clients achieve their financial goals through tailored solutions and expert guidance. Generated from their business information

We take your financial well-being seriously and help you focus on making sound financial decisions. Whether you want to accumulate wealth or turn your wealth into a steady income stream, we will assist you in achieving your goals.

Summit Capital Investment Management, based in Cleveland, Ohio, is a Registered Investment Advisor committed to providing sound investment management and exceptional service to its clients. The firm serves a diverse clientele, including individuals, small businesses, business owners, and qualified retirement plans, with a primary focus on maximizing investment performance while minimizing portfolio volatility. The company's investment process is thorough and client-centric, beginning with a comprehensive assessment of each client's personal and financial situation to define long-term goals and investment objectives. Summit Capital's straightforward fee structure aligns its interests with those of its clients, as they earn a percentage of assets under management rather than commissions on investment products. Generated from the website