PeakValley Wealth is a regional wealth management firm dedicated to providing advisory services to individuals, families, and businesses. Founded in 2012 by Ben Shrader, the firm has grown significantly over the years, expanding its team and services to meet the evolving needs of its clients. With offices in Roanoke, VA, and Princeton, WV, we are committed to servicing our clients and communities across Southwest Virginia and Southern West Virginia, as well as traveling to other areas across the country to meet with clients.
Our services include financial planning and investment services for individuals and families, as well as corporate retirement plans for business owners and employees. We take pride in our personalized approach, focusing on building long-term relationships with our clients. Our team is comprised of experienced professionals who are dedicated to your financial growth and well-being.
The name PeakValley Wealth was born from a discussion about what name would best represent the firm's values and mission. It embodies the idea that investing, like life, involves both "Peaks" and "Valleys, " but with the right guidance, you can navigate these challenges and achieve your financial goals. We believe in being there every step of the way, guiding your financial future and helping you create a customized plan tailored to your unique needs.
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