SEC CRD #801-39737
Peak Financial Management | We see the difference. Peak Financial Management Find us on LinkedIn Follow us on Facebook Follow us on Twitter div" > We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. We see the difference. Peak Financial Management You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from the crowd and create a wealth management plan that’s just as unique. Recent Updates January 2026 Q4 2025: PFM Quarterly Commentary October 2025 Q3 2025: PFM Quarterly Commentary July 2025 Q2 2025: PFM Quarterly Commentary Read More
SHAUN P. THOMPSON
SENIOR WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER
📞 (781) 487-9500
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AUM
$534M
Location
WELLESLEY, MA
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