John Kuse Email & Phone Number

Peak Wealth Management, LLC is a boutique investment advisory firm serving high net worth individuals, trusts, charitable organizations, estates and businesses with their portfolio management needs. We are a fee only Investment Advisor, so we may best serve our clients objectively.Grounded in 25 years of market experience we provided a disciplined, fundamental, bottoms-up approach to portfolio management. We employ an investment strategy that:• Focuses on large and mid-cap companies• Pursues companies with positive growth rates• Provides diversification • Utilizes active portfolio management with a mid to long-term time horizon• Leverages an investment’s current price versus its potential growth

Hong Kong

Contracted to establish business infrastructure, increase revenues and reduce cost of a newly launched business. Led all country daily operations such as: strategic planning, marketing, press relations, speaking engagements, sales, finance, risk management, compliance review, vendor contract negotiations and human resources.

New York

Led 80 branch offices with over 600 employees

Phoenix, Arizona

Led 23 branch offices with over 160 employees

Chicago

Supported 16 branch offices

Chicago/Milwaukee