Prominent Peak Wealth Management

Prominent Peak Wealth Management

Share

At Prominent Peak Wealth Management, we believe in working alongside our clients as trusted partners and advisors.

We help put the pieces of your financial-life puzzle together, while at the same time working to grow and preserve your wealth.

Inflation & Your Money 06/23/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.

Assess Your Life Insurance Needs 06/18/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation.

Silver Sneakers 101 06/16/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.

Should I Buy or Lease an Auto? 06/11/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Should I Buy or Lease an Auto? Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Simple 401k 06/09/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Simple 401k See how increasing your 401(k) contributions today could affect your balance at retirement.

Monthly Market Insights | June 2026 06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

The Facts About Income Tax 06/04/2026

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Federal Capital Gains Tax Estimator 06/02/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset.

Asset Allocation 05/28/2026

You've allocated your assets; you just may not realize it yet.

Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

A Bucket Plan to Go with Your Bucket List 05/26/2026

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Want your business to be the top-listed Accountant in Phoenix?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


Phoenix, AZ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm