Broker Check

Recognition

Peak Wealth Solutions is honored to have been recognized both as a firm and our advisors individually. Each award serves as an example of the firms dedication to improve as professionals so that we may serve our clients to the best of our ability.

Peak Wealth Solutions Recognized as a Top RIA Firm  

The list recognizes top independent RIA firms from across the U.S.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

Financial Times Article




 


These awards have been earned by Retirement Plan Consultant/Managing Principal, David Kocsis, AIF® for his dedication and excellence in consulting trustees and plan sponsors of qualified retirement plans (401(k)/403(b)/pension/profit sharing) and individual participants of those plans. 

                                                  Plan Advisers Top 100 Article2015 Financial Times Article2016 Financial Times Article