09/06/2026
Meet Peter Newman, PhD, CFAยฎ, President and Founder of Peak Wealth Planning. ๐ฅ
Peter founded in 2014 to help high-net-worth individuals navigate one of the hardest financial transitions there is: moving from building wealth to actually turning it into reliable retirement income.
He specializes in working with people approaching retirement, particularly those with concentrated wealth like ESOP participants, who are facing real decisions around diversification, taxes, and long-term income planning. His whole approach is built on coordination. Investments, taxes, and retirement planning are addressed together, not in isolation, so that clients can move forward with actual clarity instead of guesswork.
Before founding Peak Wealth, Peter spent two decades managing treasury and investments for the University of Illinois System, overseeing hundreds of millions of dollars in institutional assets. He also spent 15 years as a real estate investor and developer, picking up hands-on experience in tax strategy, risk management, and leverage along the way.
That's not a resume most financial advisors can match. That's two decades of institutional-level decision-making, applied directly to helping individual clients avoid costly mistakes and simplify what feels complicated.
Confidence isn't a marketing word for Peter. It's the actual outcome he's built his practice around. ๐ฅฐ