Eight Peaks Wealth Management

Eight Peaks Wealth Management provides investment management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. Services include continuous portfolio management on a discretionary or non-discretionary basis and both ongoing and project-based financial planning that can address retirement, taxes, estate planning, cash flow, business planning, and insurance reviews.

The firm operates as a fee-only adviser and builds portfolios guided by asset-allocation principles, combining passive and active strategies and using both fundamental and technical analysis in security selection. Client accounts and plans are tailored to stated objectives, risk tolerance and tax considerations, and clients may impose reasonable investment restrictions incorporated into an investment policy statement.

What distinguishes the firm from many peers is its affiliation with an accounting and tax practice: the brochure discloses an affiliated tax and accounting firm and that the principal is a tax professional and Enrolled Agent; the adviser may recommend that affiliated tax firm but discloses no referral fees and that clients are free to use other providers. The firm also documents this outside business activity in its ADV and describes coordination with third‑party tax professionals when implementing planning recommendations.