Peak Financial Partners, LLC

Peak Financial Partners serves individual investors (including high-net-worth clients), companies, and trusts, offering financial planning, wealth management, and insurance products. The firm manages investment accounts such as IRAs, employer retirement plans, 529 college-savings plans, annuities, and life-insurance investment vehicles while providing retirement, tax, estate preservation, and employee-benefit planning.

The adviser implements client-specific asset allocations using both fundamental and technical analysis and generally employs low-cost market vehicles; equity exposure is held in a diversified mix of mutual funds and stocks while the fixed-income sleeve is often placed in FDIC‑insured certificates of deposit and U.S. Treasuries with staggered maturities no longer than five years. Portfolios are typically managed on a discretionary basis, reviewed monthly, rebalanced at least annually, and the firm may recommend options as hedges where appropriate.

Noteworthy for a firm of this size, the advisory practice operates an insurance agency under the same ownership and is licensed to sell life, health, and property/casualty insurance, receiving commissions for policies sold (provided at client request and, per the brochure, not used to select investment products). The firm also consolidates client accounts through a centralized custodian platform to facilitate oversight and offers both ongoing managed relationships and one-time planning engagements.