Putting our clients first since 1990
For nearly four decades, Peak Stone Fidelity has helped individuals and institutions build, preserve, and transfer wealth through disciplined investment strategies and trusted financial guidance.
Philosophy
Our philosophy is rooted in integrity, long-term thinking, and disciplined risk management. We align every investment decision with our clients’ goals, values, and time horizons.
History
Established in 1990, Peak Stone Fidelity has successfully navigated evolving market cycles by remaining committed to proven investment principles and long-term value creation.
Culture
Our culture is built on transparency, accountability, and collaboration. We foster lasting partnerships through trust, clear communication, and consistent performance.
Our Team
Bryan Greene
Chief Executive Officer
Cynthia Dixon
Human Resources