Eight Peaks Wealth Management

Integrated Tax & Wealth Strategies for Successful Families

Financial planner in Parker, CO (show on map)

Parker, CO independent wealth management firm specializing in tax-efficient retirement strategies through their LEGACYSCULPT framework.

Call (720) 481-9300

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About

Eight Peaks Wealth Management serves successful professionals and high-net-worth families who value integrity, experience, and generational loyalty. They specialize in tax-efficient retirement strategies designed to grow and protect legacy.

Their LEGACYSCULPT Framework integrates investment management, tax planning, and estate planning to help reduce tax burdens and enhance long-term financial outcomes.

Independent wealth management - no affiliation with banks, brokerages, or insurance companies

Fee-only fiduciary - no commissions

CFP and EA credentials

Specializes in tax-efficient retirement strategies

In-house tax preparation

Services

Investment Management

Personalized investment management designed for retirement investors with evidence-based, low-cost diversified index funds and strategic asset allocation.

Low-cost index funds Evidence-based approach Tax-efficient portfolios Charles Schwab custody

Retirement Planning

Tax-focused retirement planning creating reliable income stream, reducing taxes, and turning savings into sustainable strategy.

Social Security timing Portfolio withdrawal strategy Income planning RMD planning

Tax Planning

Coordinated tax planning integrated with investment and retirement decisions, preparing and filing tax returns in-house.

In-house tax preparation Roth conversions Tax-efficient withdrawals IRMAA planning

Estate Planning

Tax-smart legacy planning integrating estate planning into broader financial and tax strategy through LEGACYSCULPT framework.

Beneficiary designation review Will and trust education Estate tax minimization Charitable giving strategies

Insurance Planning

Fee-only insurance reviews analyzing life, disability, LTC, umbrella, home/auto, and business insurance needs.

Fee-only advice Life insurance analysis Disability income Long-term care

Credentials & Certifications

CFP - Brett R. Polzin

EA - Brett R. Polzin

Member of National Association of Personal Financial Advisors (NAPFA)

FeeOnly Network Member

Frequently Asked Questions

What is the LEGACYSCULPT framework? +

LEGACYSCULPT is Eight Peaks' integrated approach combining investment management, tax planning, and estate planning to help reduce tax burdens and enhance long-term financial outcomes.

What credentials does Eight Peaks have? +

They are fee-only fiduciary advisors with CFP and EA (Enrolled Agent) credentials. They are members of NAPFA and FeeOnly Network.

Where are they located? +

Offices in Parker and Greenwood Village/DTC, Colorado. Mailing: PO Box 963, Parker, CO 80134.