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Cropped peter newman peak wealth planning

Peter Newman

CFA®, PhD
Peak Wealth Planning, LLC
Champaign, IL
Your trusted advisor. Dedicated to helping you achieve your goals by providing personalized attention.

Meet Peter

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Introduction - Peter Newman
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Sticking with Your Plan - Peter Newman
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Selecting the Right Bonds for You - Peter Newman
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Examples of Client Projects - Peter Newman
Video Transcripts

Peter is passionate about helping individuals and families navigate the world of investments. His focus is guiding clients to understand their finances while creating personalized strategies to meet retirement or lifestyle goals. He founded Peak Wealth Planning, LLC to provide transparent, actionable, and proven investment strategies so clients can have confidence in their financial future.

Peter does this by applying twenty years of knowledge gained from investing in real estate,…

Peter is passionate about helping individuals and families navigate the world of investments. His focus is guiding clients to understand their finances while creating personalized strategies to meet retirement or lifestyle goals. He founded Peak Wealth Planning, LLC to provide transparent, actionable, and proven investment strategies so clients can have confidence in their financial future.

Peter does this by applying twenty years of knowledge gained from investing in real estate, owning small businesses, and successfully managing the investments for the University of Illinois through the financial crisis. Managing the University of Illinois $5-billion treasury and Endowment Fund for more than a decade, he has comprehensive experience protecting and growing capital through a disciplined process.

· Peter empowers his clients to make informed decisions about money and risk so they can build wealth and enjoy their lives.

· Peter helps entrepreneurs and hardworking professionals develop and implement real world investment solutions to meet retirement savings, college funding, and major purchase goals.

· For those nearing retirement, Peter verifies that savings and investments can securely replace current income. He coordinates with each client’s trusted accountant and attorney to preserve and transfer wealth to heirs.

Peter is personally committed to each client’s success. He invests their assets using proven strategies that deliver measurable results.
He holds the distinguished Chartered Financial Analyst designation and earned his Master’s and PhD from the University of Illinois at Urbana-Champaign.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Lgbt services

Experience with

Small business owners
Medical professionals
Finance professionals
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
PhD - University of Illinois at Urbana-Champaign
MA - University of Illinois at Urbana-Champaign
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