A complete list of active advisors currently associated with Peakstone Wealth Management, LLC
Warmer can help you find a great advisor at Peakstone Wealth Management, LLC or one who fits your needs even better.
PeakStone Wealth Management is a state-registered investment adviser that offers investment management, financial planning, private wealth management, consulting, and retirement plan advisory services to plan sponsors and individual clients. The firm’s brochure discloses that it currently reports no clients or assets under management. The firm implements model-based, passive portfolios built largely from ETFs and no‑load mutual funds and typically manages accounts on a discretionary basis, monitoring and rebalancing portfolios against target allocations. It also uses a client dashboard (powered by RightCapital) to coordinate planning with clients’ other advisors and provides limited-scope consulting engagements that can be billed on an hourly or fixed-fee basis in addition to asset-based fees. PeakStone is distinctive among investment-manager peers for explicitly offering ERISA retirement-plan fiduciary services (Section 3(21) and, in some cases, Section 3(38)) and for the firm principal’s status as a licensed insurance agent who may place commissionable life and health products (a conflict the firm discloses). The combination of pension consulting and insurance brokerage activity alongside private-wealth and standalone planning in a one-person firm, despite having no AUM at the time of the brochure, differentiates its service mix from many peers.
To learn more about the advisors currently working at Peakstone Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Denver, CO
| 10
|
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