New West Investment Management Joins Peak Asset Management

Peak Asset Management and New West Investment Management have combined their financial planning and adviosry services in colorado.

New West Investment Management Joins Peak Asset Management

Louisville, CO — April 1, 2026 — Peak Asset Management (“Peak”) is pleased to announce that New West Investment Management (“New West”), a boutique RIA serving families across the Mountain West and beyond, has joined the Peak organization. The partnership reflects a shared commitment to client‑first guidance, thoughtful financial planning, and long‑term relationships built on trust.
 
“New West has built trusted, enduring relationships grounded in integrity and thoughtful guidance; values that align directly with Peak’s mission,” said Tara Hefty, CFA®, Managing Partner at Peak. “By bringing our teams together, we enhance the expertise and planning capabilities available to clients while preserving the personalized attention they rely on.”
 
Clients of both firms will continue working with their existing advisors, and all relationships will remain uninterrupted throughout the transition. The combined team will give clients access to broader financial, tax, and estate planning tools, expanded investment research, and a deeper bench of advisors committed to long‑term partnership.
 
Both Peak and New West share an investment approach rooted in individual security selection, transparency, and tax efficiency, with portfolios designed around each client’s specific goals and circumstances. The partnership allows the firms to build on these strengths while providing additional scale, continuity, and support for clients across generations.
 
About Peak Asset Management

Peak Asset Management is an independent, fee‑only registered investment advisory firm based in Louisville, Colorado. Founded in 1994, Peak provides comprehensive financial planning and investment management to families, professionals, and business owners seeking clarity and confidence in their financial lives. The firm serves more than 300 households and oversees over $1.0 billion in assets under management. Peak is committed to acting as a long‑term partner, delivering thoughtful guidance through all phases of life.

About New West Investment Management

Founded in 1990 by Peter Hedberg, New West Investment Management is a boutique, fee‑only registered investment advisor serving clients throughout the Mountain West and beyond. New West was built to combine personal service with professional investment management, with a focus on building lasting financial independence.

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. All strategies and services described involve risks, tax implications, and potential limitations, and may not be appropriate for every investor; clients should consider these factors carefully before making decisions. 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 © 2026 Peak Asset Management

Peak Asset Management

Peak Asset Management

Our story is about our clients and the commitment we have to improve their lives. Founded by Terry Hefty in 1994 and registered as an Investment Advisor with the SEC in 1996, our mission has always been to empower families and individuals by building relationships of trust around personalized financial...