Who is Peak360 and how is it connected to Evolve?
Peak360 is a Bay Area boutique financial planning firm, focusing on individual and business planning.
Peak360 has assembled a robust, tested cadre of subject matter professionals — lawyers, accountants, investment firms, etc. — that provide a breadth of knowledge and depth of experience to ensure Peak360 Wealth Management strategies are always based on practical guidance from subject matter experts.
Additionally, Peak360 clients are periodically invited to participate in a 360-Degree Review of their wealth management practices. In these reviews, outside advisors take a critical look at your Peak360 strategy and other related financial interests to provide a second set of eyes across legal, tax, investment, business and philanthropy interests.
Evolve Wealth Planning is Elizabeth’s unique spin on financial planning,
bringing together her three unique values:
Depth + Wealth + Advocacy
She is proud to house her practice through Peak360, leveraging the wisdom of seasoned advisors and combining it with a fresh perspective of her own.
Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with PEAK360 Wealth Management, LLC.
Trades cannot be communicated to your registered representative by email, fax or regular mail since the transaction cannot be executed on a timely basis. You should contact your registered representative by telephone to request trades be made in your account. This e-mail is from a Registered Representative with Lion Street Financial, LLC. (LSF), member FINRA or their assistant; 515 Congress Ave., Suite 2500, Austin, TX 78701, 512-776-8400.
Do NOT use e-mail to send us confidential information, to execute a securities transaction, or send time-sensitive instructions. Your e-mail message is not private in that regulations require it to be subject to review by Lion Street Financial, LLC. (LSF). If you are not the intended recipient and have received this e-mail in error, please contact the sender immediately and delete this material from your computer.