Peak Mountain Advisors
Peak Mountain Advisors is an independent wealth management firm on Main Street in Hartford, Connecticut. Founded by Paul W. Holjes in 2012, Peak Mountain's goal is to assist our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We have found a niche in helping clients with complex financial situations such as; estate planning, tax strategies, retirement planning, investing, economic analysis and emotional and professional support for life altering events.
We offer strategies to help individuals and businesses accumulate and protect wealth. Our process involves getting to know our client's needs and goals, then building a strategy to help achieve them. Our team of experienced professionals understands the importance of preparing for all of our client's needs, including the unforeseen ones, through all stages of their lives. Our objective is to provide a structured financial solution, enabling our clients to make informed decisions about what is best for them and those they care about most. We have a passion for helping our clients meet and exceed their financial goals by using a holistic approach to wealth planning.