Peak Wealth Solutions

Keith Witkowski is a CFP® professional with seven years of industry experience. He has worked at Hill Financial Group since 2018 and previously at HWFA Financial Advisors from 2015 to 2018. He is based in Pepper Pike, OH, and operates as part of a seven-person team at Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides financial planning, discretionary investment management, retirement plan consulting, insurance services, and financial education programs.

Jeffrey Mucciarone is a financial advisor with Peak Wealth Solutions in Pepper Pike, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has worked at firms including Osaic Wealth, American Portfolios Financial Services, Cambridge Investment Research, and LPL Financial. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those nearing or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides financial planning, discretionary investment management, retirement plan consulting, insurance services, and financial education programs, managing client assets through a team-based approach and a range of model strategies tailored to client goals.

Daniel Vujanov is a financial advisor at Peak Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at CBIZ Investment Advisory Services LLC and Sequoia Financial Group prior to joining Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm employs a seven-person team managing several hundred million dollars in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with an emphasis on tailored portfolio strategies and fiduciary standards.

Gregory Gromek is a financial advisor with Peak Wealth Solutions in Pepper Pike, OH, holding a Series 66 designation and 24 years of industry experience. He has worked at multiple firms including American Portfolios Financial Services, Inc., JR Hill and Associates, Inc., and Private Advisor Group, LLC. Gromek is also a registered representative of Osaic Wealth, Inc. and an insurance producer involved in the sales and service of fixed insurance and annuities. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides fiduciary financial planning, discretionary investment management, insurance services, and retirement plan consulting, managing several hundred million dollars in client assets through a team of seven advisors.

William Russo is a CFP® with 32 years of industry experience, currently serving as an advisor at Peak Wealth Solutions since 2019. He previously worked at American Portfolios for 16 years and joined OSAIC in 2024. Outside of his advisory role, Russo is involved in several nonprofit and community organizations, including serving as treasurer of the Cuyahoga County Library Foundation and president of the Greater Cleveland Adult Baseball league. Peak Wealth Solutions serves individual and high-net-worth clients, focusing on those near or in retirement, and also provides advisory services to trustees, small businesses, and retirement plans. The firm manages client assets through discretionary, fiduciary investment management using model strategies tailored to risk tolerance and goals, and offers financial planning, insurance services, and educational programs.

Kevin Kocsis is a financial advisor at Peak Wealth Solutions with 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and CBIZ Financial Solutions, Inc. Outside of advisory work, he has experience as a rental property owner. Peak Wealth Solutions serves individual and high-net-worth clients, focusing on those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides financial planning, discretionary investment management, and retirement plan consulting through a seven-person team managing several hundred million dollars in client assets.

David Kocsis is a financial advisor with Peak Wealth Solutions, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at OSAIC, American Portfolios Financial Services, Inc., J.R. Hill & Associates, LPL Financial, LLC, and Private Advisor Group, LLC. He is a principal at Peak Wealth Solutions, an independent RIA. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides financial planning, discretionary investment management, retirement plan consulting, insurance services, and financial education programs through a seven-person team managing several hundred million dollars in client assets.