Get a Clear View of Your Future
Providing Personalized Financial Advice in Boulder County for Over 30 Years
1996
Year Founded
345
Households Served
$ 1.0 Billion
Assets Under Management*
How Can We Help?
We offer a variety of solutions to help you reach your financial goals.
Investment Management
Investment Management
Financial Planning
Financial Planning
Retirement Planning
Retirement Planning
Tax Planning
Tax Planning
Legacy Wealth Planning
Legacy Wealth Planning
How do I find a fiduciary financial advisor near Boulder, CO?
You can find a fiduciary financial advisor near Boulder, CO by choosing a fee-only, CFP®-credentialed firm that always puts your interests first and specializes in serving Boulder-area professionals, families, and business owners.
How do I know if I’m financially ready to retire in Colorado?
You’re financially ready to retire in Colorado when your savings, income sources, tax strategy, and expected spending comfortably support the lifestyle you want, without risking your long-term security.
How can a financial advisor help busy professionals in the Boulder area?
A financial advisor helps busy Boulder-area professionals by organizing your entire financial life: investments, taxes, retirement planning, and equity compensation, so you stay on financial track without having to manage every detail yourself.
How do I minimize taxes on RSUs, ISOs, and stock options in Colorado?
You can minimize taxes on RSUs and stock options by planning around your vesting schedule, AMT exposure, and exercise timing, using a multi-year strategy tailored to Colorado income and tax laws.
What should I do first after receiving an inheritance?
After receiving an inheritance, the first step is to pause and review the tax rules and options so you can create a plan that aligns the new assets with your long-term financial goals.
Timeless Principles for Building Wealth
We are excited to share our philosophy for navigating life and the markets in this eBook. Whether you are a seasoned investor or are just getting started, these foundational concepts are critical for building wealth and achieving financial security.
A Partner You Can Count On
Wealth provides flexibility and gives you greater control over your choices. Whether you’re facing a life transition, or want to gain confidence about your financial future, we’re ready to help as your advocate and partner in building and protecting wealth.
Click below to see how Peak Asset Management can help you in your specific situation.
Structure. Strategy. Discipline.
Three guiding principles of everything we do.
Structure.
Successful wealth management begins by bringing structure to your financial picture. We’ll help you understand your current situation and prioritize your goals.
Strategy
With a clear view of your financial picture, we will build a portfolio that matches your personalized objectives, asset allocation, and risk tolerance.
Discipline.
Long-term success in investing is as much a result of discipline as it is strategy. We’ll navigate the ever-changing markets and manage your strategy to keep you on track.
Meet the Peak Asset Management Team
