Founder & Wealth Advisor
Will Osagiede, CFP®, AWMA®
Will Osagiede is the founder of PeakStone and a wealth advisor focused on helping households, founders, and organizations bring structure to complex financial decisions. His work centers on fiduciary advice, evidence-informed investment discipline, and planning that connects wealth to responsibility, purpose, and long-term stewardship.
“Good advice should make the next decision clearer.”
The Narrative
Advisory work with context.
Will Osagiede founded PeakStone to provide independent fiduciary guidance for clients whose financial lives require coordination, judgment, and long-term discipline.
His work focuses on the intersection of investment management, planning strategy, and personal purpose. He helps clients evaluate decisions involving concentrated wealth, business ownership, retirement income, tax-aware planning, family priorities, and the responsibilities that come with financial complexity.
Will’s advisory approach is grounded in evidence, structure, and stewardship. Rather than centering conversations on prediction or product selection, he focuses on building durable planning frameworks that can support thoughtful decisions across changing markets and life stages.
Through PeakStone and Compass by PeakStone, Will also works to make planning more organized, transparent, and useful between advisory conversations, helping clients see the decisions that deserve attention before they become urgent.
Practice Focus
- Wealth Management
- Integrated Financial Planning
- Retirement Income Planning
- Investment Strategy
- Tax-Aware Planning
- Business Owner Planning
- Retirement Plan Advisory
Credentials
CFP®, AWMA®
Teams
- Leadership
- Advisory
The PeakStone Method
A shared standard for advisory work.
Each advisor profile is individual, but the work is grounded in the same operating principles: structure before urgency, evidence over prediction, and planning connected to purpose.
- 01
Structure before urgency
Bring order to decisions before they become reactive, so planning can support clear judgment through changing markets and life events.
- 02
Evidence over prediction
Ground recommendations in research, risk, tax context, and client priorities rather than short-term forecasts.
- 03
Planning connected to purpose
Keep the technical work connected to the responsibilities, people, and choices wealth is meant to support.
Profile Disclosure
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by CFP Board. AWMA® is a professional designation awarded by the College for Financial Planning. Professional designations do not imply a guarantee of future advisory results. Advisory services are provided through PeakStone Wealth Management, LLC, a registered investment adviser.
Have a decision that deserves careful attention?
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