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 advice.
We pride ourselves on helping families and investors formulate and execute a plan to reach their personal goals, protect their wealth, and feel secure in their financial future. Our clients lead full, busy lives, so we dig in, plan, execute, and through it all provide
guidance, support, and peace of mind.
In practice, the Peak approach is built on a foundation with three components: Structure, Strategy, and Discipline. Every client relationship is focused on meeting individual needs through that framework. Our approach allows our clients to feel secure and cared for so they can focus on the things that are truly important to them.
Through personalized, comprehensive wealth planning and management services, we work every day to build and maintain relationships of trust that will last for generations.
Meet the Peak Asset Management Team
Who you take advice from makes a big difference, and that’s why we’re proud to
introduce you to our team of service-minded, fiduciary advisors.
We are investment professionals, business owners, founders, security analysts, financial planners, venture capitalists, tax professionals, risk managers, philanthropists, and market participants. We are students of history and markets and thoroughly enjoy sharing our expertise with clients. We have a unique depth of experience and perspective with over 230 years of collective professional practice in financial markets and private wealth management. Our team is comprised of CFA Charterholders, Certified Financial Planners (CFP), a Financial Risk Manager (FRM), and an Enrolled Agent (EA). Above all, we have a steadfast dedication to our fiduciary duties and the trust we earn with our clients.
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