Retirement Plans for Pharmaceutical Executives

Working with our pharmaceutical executive clients over the years has given us an in-depth perspective of the unique challenges and opportunities you face in your industry.

We specialize in helping mid to senior level executives retire from publicly traded pharmaceutical companies. Many of the clients we serve have worked for pharmaceutical companies such as Bristol-Myers Squibb, Merck, Pfizer, and others.

We understand periods of rapidly changing prices that can magnify your exposure to company-specific risks, which may put your long-term financial goals at risk.

We understand these risks may be further magnified during retirement, especially if you retire with a concentrated exposure to the pharmaceutical sector

Given these risk factors, maintaining a secure and enjoyable retirement is a concern you may have, as you get closer to retirement.

We have extensive experience helping our clients navigate these uncertainties during their retirements.


Because of our experience managing 401ks plans and retirement portfolios for pharmaceutical executives and their families, we are able to offer our clients highly customized financial strategies tailored to their specific needs.

Do you work for a pharmaceutical company (such as Bristol Myers Squibb, Merck or Pfizer) and are seeking retirement advice?

The first step is a consultation with one of our Peak Wealth Partners team members. 

To begin the process, please share some brief information about yourself and your financial goals – and we will be in touch. Or, you can email us.