Founder & Advisor
Will Osagiede, CFP®, AWMA®, founded PeakStone to give households, founders, and organizations a calmer way to make consequential financial decisions: independent advice, disciplined planning, and direct fiduciary accountability.
PeakStone began with a belief that financial advice should feel both personal and rigorous: clear enough to act on, disciplined enough to endure, and independent enough to remain centered on the client.
The firm brings together fiduciary advice, investment stewardship, and planning technology to help households, founders, and organizations make decisions with greater clarity and confidence.
The Method
Begin with the decisions, responsibilities, risks, and priorities that need clarity before strategy begins.
Bring planning, investments, taxes, liquidity, and family considerations into one coordinated view.
Shape recommendations around your circumstances, risk profile, timeline, and long-term responsibilities.
Monitor progress, communicate clearly, and refine the strategy as life, markets, and priorities change.
Planning should bring life into focus, not reduce it to numbers.
Whether you are refining an existing plan or beginning a new chapter, a focused conversation can clarify the decisions in front of you and the advice needed to move with confidence.