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Mountain Peak

Partnering with clients to achieve
their personal financial goals

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Our Story

Acuity Wealth is about listening intently to gain a clear understanding of why our clients value the path or goals that they wish to achieve or protect.

 

Partnering with clients to build robust strategies that provide for both what is important today and in the future. This can only be achieved where clients have a platform and opportunity to articulate why they wish to achieve the outcomes they value most.

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Meet The Team

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Senior Financial Advisor and Managing Director

Joel Edelman

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Senior Paraplanner &

Paraplanning Team Manager

Matt Ligman 

Coming Soon

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Danny K

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Senior Financial Advisor & Associate Director

Rob Chertok 

Coming Soon

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Ryan Hendricks

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