Comprehensive & Holistic Wealth Management Services in Boulder

If you have $1 million or more in investable assets, you’ve likely worked hard to build your wealth-and now you want to protect and nurture that wealth for the remainder of your life. This is where the services of an independent financial advisory firm in Boulder, like Peak Asset Management, can become that last piece of your wealth puzzle.

When you decide to work with Peak Asset Management, you’re not just hiring a single advisor; you’re employing an entire wealth management team in Boulder that provides comprehensive asset management and financial planning services.

Your team will consist of the following professionals.  All have years, and some have decades of experience, and all are dedicated to helping you simplify your financial life and fulfill your objectives:

• A Wealth Advisor and a Supporting Wealth Advisor
• A Director of Wealth Strategies/Attorney
• An Enrolled Agent specializing in ongoing tax management
• A CERTIFIED FINANCIAL PLANNER™ (CFP ®)
• A Certified Financial Analyst CFA ® who focuses on investment management

Your Wealth Advisor and Supporting Wealth Advisor will concentrate on delivering a holistic wealth management experience, including the development of an asset allocation strategy for your investments managed by Peak Asset Management.  This will be based on your risk tolerance and your financial planning goals.  

These wealth advisors in Boulder will be directly involved in transactions, money movement, and tax planning associated with your accounts. They will be available and present at virtually all meetings with you and your other team members.  They ultimately manage the direction of the relationship and will see to your every need.

Our Director of Wealth Strategies is an attorney by trade and focuses on clients’ overall financial planning needs, deploying the financial planning team members based on areas of expertise and capacity. They are available for in-depth estate and trust planning conversations, often modeling the flow of assets through your estate plan. They will provide observations and recommendations regarding complex planning decisions and assist with elaborate tax planning strategies. They are heavily involved if you require multifaceted layers of planning.

Our Enrolled Agents are tax professionals who specialize in maximizing yearly tax savings by intensely reviewing your tax returns and overall financial affairs.  They will also provide guidance regarding specific tax events, illustrating the best approaches to lowering effective tax rates and successfully managing lower brackets to minimize taxes paid.

We have several CERTIFIED FINANCIAL PLANNERS™ (CFPs ®) at Peak who provide specialized financial and retirement planning.  Our detailed plans are created to address short and long-term financial goals. They will build out your balance sheet to understand your various types of assets and their applicable taxes and deploy the best planning techniques and strategies to accomplish your objectives. 

With a complete understanding of your sources of income, expenses, and liabilities, they can build cash flow reports and understand withdrawal and assumed growth rates.  

They will assist you in prioritizing your goals, such as:

• Estimating 529 contributions for your children’s or grandchildren’s college educations
• Modeling out asset protection strategies and insurance needs
• Calculating the amount of retirement savings needed to retire at a certain age
• Forecasting the best time to take social security by understanding what assets will be available to assist with income replacement in retirement
• Creating reports that show the effect of required minimum distributions in retirement
• Countless other planning initiatives and scenarios specific to you. 

Of course, creating a financial plan cannot be a singular affair—our planning experts are available to monitor your plans, and as your objectives adjust and change and new decisions are required, your team of financial planners is available to revisit the plan and provide targeted guidance along the way.

Our Certified Financial Analysts (CFA®) manage the compilation of Peak’s vast and deep bench of investments we offer clients. They carefully and surgically choose the appropriate investments from several asset classes.  

Our investment research is performed in-house, including countless hours of ongoing research on the specific investments in our model portfolios and prospective investments in deploying your capital.  They conduct investment committee meetings, focusing on our model portfolio investments and the larger economy, and how micro- and macro-economic factors can affect business and investments for the short and long term.  

They build personalized portfolios to align with your goals and risk tolerance. These security selections and customized portfolios consider diversification, risk management, and asset allocation.  They provide newsletters, market insights, and ongoing commentary. They are available to discuss why we own an investment and a certain percentage of your personalized portfolio towards that particular investment.   

We also have close relationships and partnerships with various outside professionals that we will coordinate with when needed to serve your needs. This can include both CPAs and/or attorneys, who can provide valuable additional insights, services, and drafting, or an insurance specialist, who can assist us with a product that fills a certain need within the context of the financial plan.  

But we do not simply send you to these outside experts; we operate independently of them. When you consider hiring our team of Boulder financial advisors, we consider ourselves as your personal quarterback to oversee these types of relationships, working closely with these specialists to ensure these blended services work seamlessly together for your benefit.  

We prefer to think of our bench of financial professionals and outside professionals as your team members. The goal of this team approach is an exceptional experience that delivers the type of services and outcomes that come with comprehensive and holistic wealth management. 

Our dedication to our fiduciary duty to you as a client is steadfast and unyielding.  With all of this in-house expertise at your disposal and with our ability to foster and manage outside professional relationships, we have positioned ourselves best to take sophisticated and complex affairs and simplify them to your advantage. We will be thorough in our approach, and nothing will be overlooked.  

So whether you need retirement or estate and trust planning, complex business succession planning or assistance structuring intergenerational wealth transfers, the creation of a targeted, personalized portfolio or planning that demands both equity compensation forecasting and Roth conversion modeling, we truly are a one-stop independent financial advisor in Boulder,  with the right mix of specialists and experts to serve your every financial need.  

Ready to learn more about Peak Asset Management?  Let’s connect.

Advisory Services offered through Peak Asset Management, LLC, an SEC-registered investment advisor. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This content is developed from sources believed to be providing accurate information and may have been developed and produced by a third party to provide information on a topic that may be of interest. This third party is not affiliated with Peak Asset Management. It is not our intention to state or imply in any manner that past results are an indication of future performance. Copyright © 2025 Peak Asset Management