A complete list of active advisors currently associated with Peak Capital Management

Warmer can help you find a great advisor at Peak Capital Management or one who fits your needs even better.

Peak Capital Management serves individuals, trusts, estates and business organizations and manages roughly $85.1 million for about 293 client relationships with two advisors. The firm provides discretionary asset management as its core offering and also delivers integrated tax preparation and estate‑planning services alongside ongoing portfolio monitoring and rebalancing. The firm describes an educational, goal‑setting approach to constructing individualized asset allocations and uses fundamental and technical analysis with both long‑ and short‑term strategies as appropriate. Peak Capital may hire sub‑advisers to manage portions of client accounts and operates under a franchise agreement that results in the routine use of an affiliated sub‑adviser for some client assets. Distinctive features include formal affiliations with insurance and retirement‑income entities: advisory personnel are licensed insurance agents tied to an affiliated insurance agency and the firm has ownership connections to entities in the Sound Income/retirement income network, which can create separate commission and referral incentives. Peak Capital also integrates estate planning through an online attorney network with fee‑sharing arrangements and offers tax preparation services, all of which the brochure discloses as potential conflicts of interest and describes in its policies.

To learn more about the advisors currently working at Peak Capital Management, 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.