Alta Peak Wealth Management is totally focused on providing objective, transparent advice - regardless of whether our conversation results in you becoming a client. We believe in doing what's right - day in; day out.
Let me know what we can do to add value and help you solve some of your most pressing concerns. We look forward to connecting!
WHAT I DO
We enjoy advising and working with business owners & their employees, individuals and families in the creation and implementation of strategies that work toward specific goals set together by following a defined process.
No matter the objective, we take the time to quantify each goal and develop a strategy toward accomplishing it.
I also coordinate and work in tandem with my clients’ other professional Advisors (i.e., CPAs & Attorneys).
WHY I DO WHAT I DO
My goal as your trusted Advisor and our firm vision is to help you solve your most pressing concerns. The reason I develop deep relationships with clients and make it a priority to deliver results is rooted in my desire to have a positive impact on all aspects of my clients’ financial lives. I do what I do, because I believe positive relationships are developed through delivering services in a way that are process oriented (vs. product oriented) and ultimately more meaningful.
My career has provided me with exposure to a broad range of operational, financial, and managerial issues.
HOW I DO WHAT I DO
We have designed our client onboarding process to give you (and us) a framework for making an educated and informed decision about working together.
Of equal importance, you will finish this process knowing exactly where you stand in key areas of financial independence.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
801.244.0682 Mobile/Txt
john.bonnemort@lfg.com