Reach Your Financial Objectives
Peak Investment Advisors, Inc. (Peak), founded in 1988, is a fee-only registered investment advisory firm located in Colorado Springs, Colorado. Peak provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to affluent individuals/families as well as business entities and non-profit organizations. These services include retirement planning, investment management, estate planning and trust services, asset protection and insurance, financial planning and expense management, philanthropy advice as well as business advisory services. In conjunction with our partners, Peak Financial Services, we also provide income tax planning and preparation.
At Peak, we strive to help our clients reach their financial objectives and serve them at an extraordinary level. The relationships we form are based on our clear understanding of your unique goals, risk tolerance, family situation, income needs, and the level of guidance and advice you seek from us as your investment adviser.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Comprehensive Financial Services
Trust, Estate, & Philanthropic Planning
The transfer of assets to heirs or other organizations, such as trusts or charities, must be carefully planned. Learn more.
Stock Option Exercise Planning
This planning is designed to help clients with stock options in publicly traded companies or those in the pre-IPO stage. Learn more.
Diversification Strategies for High-Equity Concentrations
This service is designed to help clients who have a large portion of their net worth in a single stock/asset. Learn more.
Asset Protection & Insurance
Any clients need to protect their assets or income from unforeseen calamities (such as frivolous lawsuits, bankruptcy, divorce, disability, death, etc). Learn more.
Income tax planning & preparation
Tax strategies can make a huge difference in the financial lives of almost every client. Learn more about partnership with Peak Financial Services.
Investment Management Services
Peak Investment Advisors offer customized Investment Management Services to individuals, families and institutions. Learn more.
Retirement Accumulation & Distribution
Many clients may be interested in help with regard to retirement planning. It’s not as simple as just saving money. Learn more.
Use the form below to contact us regarding your enquiry. You may also email or call us to make an appointment. Do not send confidential information via this form.