Alpine Peaks Consulting

Alpine Peaks Consulting provides investment advisory services to individuals, families, high‑net‑worth individuals, and privately owned small business entities. Services described in the brochure include financial planning, retirement and educational savings strategies, equity and bond analysis, quantitative security valuation, portfolio construction, and additional operational offerings such as cash‑flow and working capital management and IT consulting (system setup, maintenance, and accounting system customization).

The firm employs a mix of fundamental and technical analysis along with portfolio management to tailor recommendations to each client’s goals and risk tolerance. While Alpine Peaks can accept discretionary authority, the brochure shows that roughly $24.0 million of its $25.1 million in assets is managed non‑discretionarily, and fees are negotiated as flat engagements (the basic package is cited as starting at $2,000) rather than as a percentage of assets under management.

Compared with many peers, Alpine Peaks combines investment advice with unusually broad operational and technology consulting drawn from decades of experience, a service set that is not common among similarly sized independent advisers. The firm also discloses practices consistent with an advisory‑only model—declining soft‑dollar benefits, not voting client proxies, and not accepting third‑party referral compensation.