Prosper Peak Wealth

Why Choose Prosper Peak Wealth?

We turn complex financial challenges into clear, manageable solutions for busy professionals and growing families.

Comprehensive

We cover every facet of your financial life, from investments to insurance and taxes, in one coordinated plan.

Certified

Receive planning from experienced, licensed professionals who understand your goals.

Personal

A straightforward, no-pressure experience with actionable steps tailored to you.

Let's Work Together

Just two simple steps. No pressure, no hard sell, only a chance to see if we're the right fit for you.

Step #1

Schedule a 20-min Intro Call

Join us for a relaxed, pressure-free intro where we'll see if we click and what's next.

Book Your Free Assessment

Step #2

40-min Assessment Review

We dive into your free financial assessment, map out practical changes and help you build wealth.

Get Started

Clients Review

What our clients say about working with us.

They consolidated three high-interest debts into one payment. I finally feel in control of my budget.

Michael AndersonAustin, Texas

Finding the right health and life insurance was painless. Clear answers and no pressure at all.

Jessica ThompsonChicago, Illinois

Their guidance on my first home loan saved me thousands. I recommend them to every colleague.

David MartinezMiami, Florida

A balanced investment plan that fits my goals and my schedule. Professional and responsive.

Emily CarterSeattle, Washington

Our small business loan was approved faster than expected, and the team explained every step.

Robert JohnsonDenver, Colorado

The home warranty coverage paid off within months. Straightforward and honest service.

Sarah WilliamsBoston, Massachusetts

About Us

Prosper Peak Wealth is a New York based advisory firm helping professionals and families make confident money decisions. We bring loans, insurance, payments, investments, home protection and debt relief under one roof.

Our approach is simple: listen first, explain clearly, and recommend only what fits your life.

Transparent guidance with no hidden fees
Licensed, experienced advisors
Personal plans that adapt as you grow
Secure handling of your information

Talk to an Advisor

Jonathan Reeves

Managing Partner

Laura Bennett

Head of Investments

Daniel Brooks

Lead Loan Advisor

Frequently Asked Questions

Quick answers before you get in touch.

We simplify decisions across six financial areas, so you get coordinated advice rather than scattered opinions.

We are on-demand, transparent and personal. Every plan is built around your schedule and goals.

The intro call and assessment are free. Fees, when applicable, are disclosed clearly before you commit.

Only a rough picture of your income, debts, insurance and goals. We guide you through the rest.

Yes. We use safeguards consistent with federal and state financial privacy requirements.

Honest information and open communication. We handle the planning and keep you informed.

Contact Us

Tell us what you need and an advisor will reach out shortly.

Let's talk

Email

info@prosperpeakwealth.info

Address

NY, New York City, 136 Madison Avenue, New York, 10016

Hours

Monday to Friday, 9:00 AM to 6:00 PM

Privacy Policy

Privacy Policy

Effective January 1, 2026. Prosper Peak Wealth ("we") respects your privacy and explains here how we collect, use and protect your information.

1. Information We Collect

We collect contact details, financial profile information you choose to share (income range, debts, coverage, goals), and basic website usage data such as device type and pages visited.

2. How We Use Information

We use it to respond to inquiries, prepare assessments, match you with suitable products, improve our services and meet legal obligations.

3. Financial Privacy

We handle nonpublic personal information consistent with the Gramm-Leach-Bliley Act and applicable state laws. We do not sell your personal financial information.

4. Sharing

We share information only with service providers and lending, insurance or investment partners needed to fulfil your request, or when required by law, regulators or court order.

5. Your Choices and State Rights

Residents of certain states, including California under the CCPA/CPRA, may request access, correction or deletion of their data and opt out of certain sharing. Contact info@prosperpeakwealth.info to submit a request.

6. Communications

You may unsubscribe from marketing emails at any time under the CAN-SPAM Act using the link in any message.

7. Security and Retention

We use administrative, technical and physical safeguards and retain data only as long as needed for business and legal purposes. No method of transmission is fully secure.

8. Contact

Prosper Peak Wealth, NY, New York City, 136 Madison Avenue, New York, 10016. Email: info@prosperpeakwealth.info.

Terms & Conditions

Terms & Conditions

Effective January 1, 2026. By using this website you agree to these terms.

1. Informational Purposes

Content on this site is general information, not personalized legal, tax, investment or insurance advice. Consult a qualified professional before making financial decisions.

2. No Guarantee of Approval or Returns

Loan, insurance, warranty and debt relief offerings are subject to underwriting, eligibility and provider terms. Investments carry risk, including loss of principal, and past performance does not guarantee future results.

3. Third-Party Providers

We may refer you to lenders, insurers, warranty administrators and other providers. Their products are governed by their own agreements and disclosures, including Truth in Lending disclosures where applicable.

4. Debt Relief Disclosure

Debt settlement and consolidation may affect your credit and may have tax consequences. Results vary and are not guaranteed. We do not provide legal representation in bankruptcy matters.

5. User Responsibilities

You agree to provide accurate information and not to use the site for unlawful purposes or to attempt unauthorized access.

6. Intellectual Property

All content, logos and design are owned by Prosper Peak Wealth and may not be reproduced without permission.

7. Limitation of Liability

To the fullest extent permitted by law, we are not liable for indirect or consequential damages arising from use of this site.

8. Governing Law

These terms are governed by the laws of the State of New York. Questions: info@prosperpeakwealth.info.