A complete list of active advisors currently associated with High Peaks Wealth Strategies

Warmer can help you find a great advisor at High Peaks Wealth Strategies or one who fits your needs even better.

High Peaks Wealth Strategies provides discretionary investment management, limited‑scope ERISA 3(21) retirement‑plan consulting, and tiered ongoing financial planning to individuals, high‑net‑worth clients, and business entities. The firm’s brochure shows it currently manages roughly $500,000 on behalf of five clients and documents goals and restrictions in client profile forms or investment policy statements. Investment programs use stocks, bonds, ETFs and no‑load mutual funds and draw on fundamental, technical, charting and cyclical analysis; accounts are reviewed at least quarterly and the firm operates with discretionary authority to implement portfolios. The firm may engage Sub‑Advisors on the Betterment Securities platform to manage all or portions of client assets while retaining the client relationship and oversight responsibilities. What distinguishes the firm from many independent peers is an affiliated insurance practice—licensed insurance activity occupies a disclosed portion of the owner’s time and the firm sells insurance products, a fact it identifies as a potential conflict of interest. The firm also emphasizes pension consulting through ERISA 3(21) services (a relatively uncommon offering among independents), requires use of Betterment Securities as custodian/Sub‑advisor conduit, and structures ongoing planning tiers that include a level targeted at higher‑income or high‑net‑worth households.

To learn more about the advisors currently working at High Peaks Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.