What Makes Us Different
Many advisory firms offer similar services. What we believe sets Peerless Wealth apart is how we combine experience, independence, and disciplined investment strategies to serve our clients.
Peerless Wealth is an independent, fee-only fiduciary firm managing approximately $150 million for families and retirees. We provide both investment management and comprehensive financial planning, helping clients navigate retirement planning, retirement income strategies, tax-efficient investment decisions, and long-term wealth management.
While we have skilled service associates who assist with account administration and client support, clients work directly with Founder Erik Thompson in developing and implementing their financial plan and investment strategy. This ensures that portfolio decisions and financial guidance are shaped by more than 25 years of industry experience.
Founder Erik Thompson also serves as co-portfolio manager of the Peerless Option Income Wheel ETF (NYSE: WEEL). This experience reflects our focus on combining traditional investment principles with disciplined options strategies designed to enhance income and help manage portfolio volatility.
Our investment approach blends low-cost index investing, best-in-class active strategies, and options-based income strategies to build diversified portfolios aligned with each client’s financial goals, time horizon, and tolerance for risk.
What Clients Appreciate Most About Working With Us:
✔ Independent & Fee-Only
Our advice is not influenced by commissions or proprietary products.
Our advice is not influenced by commissions or proprietary products.
✔ Experienced Leadership
Founder Erik Thompson has more than 25 years of experience advising investors.
Founder Erik Thompson has more than 25 years of experience advising investors.
✔ Direct Access to the Advisor Managing Your Portfolio
Clients work directly with the founder responsible for developing and managing their financial plan and investment portfolio.
Clients work directly with the founder responsible for developing and managing their financial plan and investment portfolio.
✔ Institutional-Level Investment Strategies
Our portfolios combine low-cost indexing, best-in-class active managers, and options strategies designed to enhance income.
Our portfolios combine low-cost indexing, best-in-class active managers, and options strategies designed to enhance income.
✔ Comprehensive Financial Guidance
Beyond managing investments, we help clients navigate retirement planning, retirement income strategies, and tax-efficient withdrawal decisions.
Beyond managing investments, we help clients navigate retirement planning, retirement income strategies, and tax-efficient withdrawal decisions.
✔ ETF Portfolio Manager Expertise
Peerless Wealth manages the Peerless Option Income Wheel ETF (NYSE: WEEL), bringing institutional investment experience to client portfolios.
Peerless Wealth manages the Peerless Option Income Wheel ETF (NYSE: WEEL), bringing institutional investment experience to client portfolios.
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