Peach Wealth Management

Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, including services such as retirement planning, cash flow analysis, and estate planning coordination. The firm generally requires no minimum account size and, per its brochure, reported $0 in client assets as of December 31, 2025.

The firm combines fundamental and technical analysis to construct portfolios primarily from ETFs, mutual funds, equities, and fixed income, and it manages client accounts on a discretionary basis in line with each client’s objectives and risk tolerance. Accounts are monitored with at least annual reviews, the firm may permit concentrated holdings for tax or legacy reasons, and advisory fees are charged as an annual asset-based fee that is non‑negotiable and deducted from the client’s custodian account.

Peach Wealth Management is a newly formed adviser operating with a single registered investment professional and no disciplinary history disclosed, which distinguishes it from more established managers. The brochure also highlights an openness to recommending publicly traded ETFs that provide exposure to digital-asset–related companies while excluding direct cryptocurrency or privately offered alternative investments, and the firm does not vote client proxies (clients retain voting responsibility).