Independent Advice
Your plan is shaped around your goals, responsibilities, constraints, and tradeoffs, not around a product company’s distribution priorities.
Independent advice for consequential financial decisions.
PeakStone provides fiduciary wealth management for households, founders, owners, and organizations, connecting planning, investments, taxes, liquidity, and legacy into advice that can be acted on with clarity.
Founder-Led Advice
Advice with a named steward.
PeakStone is intentionally founder-led, giving clients direct access to the judgment, discipline, and continuity behind the advice they receive.
A Practical Standard
Led by Will Osagiede, CFP®, AWMA®, PeakStone combines credentialed planning experience with an independent advisory structure built for careful decisions, long-term stewardship, and direct accountability.
Founder & AdvisorThe Standard of Care
Advice built around your interests, not a product agenda.
For clients, fiduciary advice should mean fewer conflicts, clearer recommendations, and a planning process that stays connected to real decisions over time.
Personal Planning
Investment decisions are connected to the rest of your financial life: taxes, liquidity, retirement income, business interests, estate priorities, and family responsibilities.
Stewardship
You have a planning relationship designed to revisit decisions as life changes, markets move, and new questions become important.
Services
Find the right starting point.
Whether the decision is personal, business-related, or better served through a guided planning platform, PeakStone helps organize the work around the path that fits your situation.
View Advisory ServicesPrivate Wealth
- Household financial planning
- Portfolio and retirement-income stewardship
- Tax, estate, liquidity, and legacy coordination
Business Services
- Founder and owner planning
- Retirement plan and fiduciary guidance
- Workplace financial wellness
Compass by PeakStone
A guided planning platform for households, workplace wellness, and digital-first planning access, supported by PeakStone judgment when advice is needed.
Platform
A clearer view before the next decision.
Compass organizes the information, priorities, documents, and planning questions that often sit in different places, so conversations with PeakStone can begin with better context.
Household Clarity
Net worth, cash flow, goals, documents, and planning priorities organized for easier review and more focused advice.
Workplace Wellness
A structured way for organizations to support employee financial questions with education, planning tools, and advisor-guided access.
Methodology
A process for making decisions with more clarity.
- 01
Discovery
We begin by understanding the decisions, responsibilities, risks, and priorities that need to be organized.
- 02
Architecture
We connect planning, investments, taxes, liquidity, and implementation into a coordinated advisory framework.
- 03
Implementation
We help translate recommendations into next steps, portfolio decisions, planning actions, and professional coordination.
- 04
Stewardship
We revisit the plan as life, markets, business interests, and family priorities change over time.
Investment Philosophy
Discipline when markets invite reaction.
PeakStone connects portfolio decisions to the plan they are meant to support: cash flow, taxes, liquidity, risk, and long-term priorities. The goal is not to predict every market turn, but to help clients make fewer reactive decisions and stay aligned through changing conditions.
Start with the decision in front of you.
Whether you are managing personal wealth, business responsibilities, or planning questions that have become more complex, a focused conversation can help clarify the path forward.