Peak Capital Management

Our Mission

Peak Capital Management is committed to empowering individuals to achieve a comfortable and financially secure retirement. We provide personalized wealth management services to clients in Stuart, FL and beyond, guiding them through every step of the retirement planning process.

Who We Are

Led by David J. Scranton, a seasoned financial professional with over 30 years of industry experience, Peak Capital Management boasts a team of seasoned income specialists and a robust network of experts. We are an SEC Registered Investment Advisory firm with over $2 billion in client assets under management.

Our Approach

We believe in a holistic approach to retirement planning that emphasizes education, risk management, and income generation. Our process involves:

• Understanding your needs and goals: We take the time to understand your individual circumstances, financial situation, and retirement aspirations.
• Developing a personalized plan: We work with you to create a customized roadmap that aligns with your unique goals and risk tolerance.
• Implementing and monitoring your progress: We regularly review and adjust your portfolio and strategies to ensure your plan remains effective over time.

Services Offered

• Retirement Planning:
• Comprehensive analysis of your current financial situation
• Development of a personalized retirement income strategy
• Implementation of tax-efficient investment solutions
• Guidance on Social Security maximization strategies
• Financial Planning:
• Estate planning and wealth preservation
• Tax planning and optimization
• Investment management and portfolio creation
• Risk Management:
• Protection of your assets from market volatility
• Development of a personalized risk mitigation plan
• Education and Consultation:
• Financial literacy workshops and seminars
• Individual consultations to discuss your unique circumstances and goals

Our Beliefs

• Financial education is key: We empower clients with knowledge and understanding of their financial options.
• Communication is paramount: We prioritize open and transparent communication with all clients.
• Client-centered approach: We prioritize your needs and goals in every step of the planning process.
• Sustainability and security: We prioritize preservation of wealth alongside generation of income for a secure retirement.