Peak Wealth Management
Michael Bradley Pelo
CEO and Founder|CFP®, ChFC®, RICP®
Professional
I have a passion for helping my clients find purpose and meaning. My mission is: Empowering individuals to achieve their fullest potential through world class financial planning customized to their values, goals, and well-being. I have been in the industry since 2015. My superpower is being able to listen and understand my clients’ values and goals and with our team create strategies to best help them accomplish them. I am the founder and CEO of Peak Wealth Management powered by Northwestern Mutual to give our clients the boutique firm feel backed by a fortune 100 company Northwestern Mutual which we consider a massive competitive advantage. I have been the Managing Director of our Provo office since 2020 and received the following designations: CFP, CHFC, RICP.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Personal
Grew up in Heber City with a passion for basketball. I played in college and met my beautiful wife who was also a college athlete. We have 5 children, 4 rowdy boys and 1 little princess. My wife is brave enough to homeschool and we reside in Orem Utah where during our free time we do anything active and continue to love sports.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
