How We Work

Peak (n.): the top of a hill or mountain ending in a point, the highest level or greatest degree

The word “Peak” is synonymous with our Colorado landscape. However, we believe it also symbolizes reaching toward the highest level of success; however, you choose to define that. While great wealth doesn’t necessarily equate to a rich and meaningful life, proper planning and investing can help you seek your “peak” status.

To help you work toward your peak, we rely on our breadth of experience and our comprehensive financial planning that is inclusive of:

Trading & Investment Research
Tax-Advantaged Programs
Asset Allocation & Risk Management Strategies
Life Plan Design
Income source sequencing including Social Security, 401(k) / IRA Rollovers, annuities, and employer pension plan analysis