About Us

Peak Alpha Wealth Management, LLC., specializes in macro-economic wealth and asset allocation. Our active portfolio management utilizes individual securities and exchange traded funds (ETFs). This allows our investment team to sculpt strategies that suit each client’s risk appetite much more precisely than the generalist asset allocation that many high net worth clients feel is ‘cookie cutter’ in light of the specificity of their aspirations. 

Our advisory services are offered through Camarda Wealth Advisory Group, a Registered Investment Advisor, thus rendering a fee based fiduciary relationship with the client regarding their investment goals. In addition to this, client assets are generally custodied at TD Ameritrade Institutional division of TD Ameritrade INC. (TDA).

Finally, Peak Alpha has a sphere of influence in the areas of estate planning, asset protection law, personal and corporate taxation, and real estate. This is very alluring to our high net worth clients who covet a ‘wealth quarterback’ who can assess complicated financial situations and help them work towards their investment, legacy, and charitable goals. We work towards all of this within a simplified fee structure based on their needs, time frames, and constraints. 

The Peak Edge

  • Our advisors offer individual equity and ETF strategies that are tax-efficient and agile enough to take advantage of potentially attractive global macro-economic trends as well as seek preservation in extreme volatility market conditions.

  • Our team takes a holistic wealth management perspective that accounts for estate, tax, and charitable goals in conjunction with portfolio management and investment policy design.

  • Our asset allocation planning looks beyond wills and trusts.  We examine if, within your state’s tax and legal guardrails, more surgical planning would benefit you and your heirs.

  • A deep social security income (SSI) timing analysis helps you make an informed decision on when to begin taking your SSI.

  • We specialize in stretch IRA strategies that seek to maximize the time frame heirs can benefit from compounding as well as minimize the timing and scope of taxation.

  • If requested, we know elite estate planning attorneys in Florida and Georgia who may help you with important decisions regarding future generations wealth planning.