Peerless Wealth provides thoughtful, personalized financial guidance designed to help clients grow, protect, and enjoy their wealth with confidence. The firm offers financial planning, retirement planning, investment planning, estate planning, and other fiduciary services.
Founded in 2019, Peerless Wealth manages over $140 million in assets for more than 100 families, using a risk-managed, evidence-based investment approach. The firm is led by Founder Erik O. Thompson, who brings over 25 years of experience as a fee-only registered investment advisor.
Independent and fee-only fiduciary model
Direct access to founder Erik Thompson for personalized advice
Comprehensive financial planning covering 7 Pillars of Financial Life
Institutional-level investment strategies including options-based income
Collaboration with reputable partners like Charles Schwab, RightCapital, Aurora Compliance, Capitect
Services
Financial Planning
Comprehensive financial planning covering all aspects of a client's financial life, including retirement, investments, insurance, and estate planning.
Personalized financial guidanceFiduciary adviceFee-only modelIndependent and transparent recommendations
Retirement Planning
Tailored strategies to ensure clients have sufficient income and resources for a secure retirement.
Strategic management of investments to achieve clients' financial goals with a disciplined, evidence-based approach.
Risk-managed portfoliosLow-cost index investingActive management with best-in-class strategiesOptions-based income strategies
Estate Planning
Planning to protect and transfer wealth efficiently, minimizing taxes and ensuring legacy goals are met.
Will and trust preparationTax-efficient wealth transfer strategiesCharitable giving planningGuardianship and beneficiary designations
Credentials & Certifications
Fee-Only Registered Investment Advisor
Since 2019
Co-Portfolio Manager, Peerless Option Income Wheel ETF (NYSE: WEEL)
Since 2019
FPQP® (Financial Planning Quality Council)
Since 2023
Enrolled Agent (EA)
Since 2022
Reviews
Rating
5
★★★★★
Reviews
1
"You can not find anyone better!"
Frequently Asked Questions
What is the difference between tax preparation and tax planning? +
Tax preparation involves filing tax returns, while tax planning proactively manages financial decisions throughout the year to minimize tax liabilities and maximize savings.
How does Peerless Wealth ensure independence and fee-only status? +
Peerless Wealth is an independent, fee-only fiduciary firm that does not earn commissions from product sales, ensuring unbiased advice tailored to client interests.
What investment strategies does Peerless Wealth use? +
Peerless Wealth employs a blended approach combining low-cost index investing, best-in-class active strategies, and options-based income strategies to create diversified portfolios aligned with client goals.
How does Peerless Wealth handle retirement planning? +
Retirement planning at Peerless Wealth involves a life-cycle approach, analyzing current financial status, setting retirement goals, developing personalized strategies, and ongoing monitoring to ensure a secure retirement lifestyle.
What is the role of the Peerless Option Income Wheel ETF (NYSE: WEEL)? +
The Peerless Option Income Wheel ETF, co-managed by Erik Thompson, provides institutional-level options strategies to enhance portfolio income and manage volatility for Peerless Wealth clients.
How does Peerless Wealth ensure compliance with regulations? +
Peerless Wealth partners with Aurora Compliance Solutions to maintain compliance with state and federal regulations, ensuring all communications, marketing, and operations adhere to legal standards.
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