Client Portal & File Sharing

File Sharing

Sharing files in a secure method is easy.  If you have a login and password simply log-in to our File Sharing Center to send your personal data in confidence, and with confidence that the content is secure and will be safely shared with only the team at Peak Investment Advisors.  Even if you don't have a log in we can send you files for your review and record keeping.

If you want to know more about file sharing capabilities please call Rick to discuss.  


The life of money-making is one undertaken under compulsion, and wealth is evidently not the good we are seeking; for it is merely useful and for the sake of something else.
— Aristotle