Peak Asset Management LLC

Structure. Strategy. Discipline.

Financial planner in Louisville, CO (show on map)

5.0

★★★★★

3 reviews

Peak Asset Management provides personalized financial advice in Boulder County for over 30 years, serving professionals, pre-retirees, inheritors, those navigating divorce, and business owners.

Call (303) 926-0100

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About

Peak Asset Management is a fee-only, CFP®-credentialed firm that provides personalized, comprehensive wealth management and financial planning services that help clients navigate their often complex financial lives. They serve professionals, pre-retirees, inheritors, those navigating divorce, and business owners in the Greater Boulder area including Louisville, Boulder, Lafayette, Superior and Surrounding Colorado Communities.

Their approach is to bring structure, strategy, and discipline to help clients achieve their financial goals.

Over 30 years of experience

Fee-only, fiduciary firm

CFP®-credentialed professionals

CFA® Charterholders on team

Serving Boulder County area

$1.0 Billion Assets Under Management

345 households served

Services

Investment Management

As experienced fiduciaries and portfolio managers, they build personalized portfolios aligned with client goals and risk tolerance, using individual stocks, ETFs, and mutual funds.

Individual security selection Asset allocation Risk management Diversification strategies Socially responsible investing

Financial & Retirement Planning

Develop a financial framework that gives confidence to live the life you want and ability to leave a legacy for people and causes you care about.

Tax planning & strategic asset location Retirement & pension decisions Risk management Education & college planning Cash flow & budgeting

Tax Planning

Analyze your entire financial picture to help achieve tax efficiency over the long-term, including tax return optimization and proactive cash flow management.

Tax return optimization Pro-active cash flow management Tax strategy coordination Roth IRA conversion planning Capital gains management

Legacy Wealth Planning

Help clients envision and build the legacy they wish for the people and causes they care about most, coordinating with legal and tax professionals.

Estate planning Trust structures Charitable giving Fiduciary role clarification Next generation preparation

Business Succession Planning

Help business owners navigate succession planning by aligning exit strategies with personal goals, optimizing tax outcomes, and preparing for a smooth transition.

Exit strategy alignment Tax outcome optimization Succession options evaluation Post-transaction cash flow planning

Credentials & Certifications

CFA® (Chartered Financial Analyst)

CFP® (Certified Financial Planner)

EA (Enrolled Agent)

JD (Juris Doctor)

FRM® (Financial Risk Manager)

AEP® (Advanced Estate Planner)

Reviews

Rating

★★★★★

Reviews

"Outstanding staff, great results, very responsive."

Frequently Asked Questions

How do I find a fiduciary financial advisor near Boulder, CO? +

You can find a fiduciary financial advisor near Boulder, CO by choosing a fee-only, CFP®-credentialed firm that always puts your interests first and specializes in serving Boulder-area professionals, families, and business owners.

How do I know if I'm financially ready to retire in Colorado? +

You're financially ready to retire in Colorado when your savings, income sources, tax strategy, and expected spending comfortably support the lifestyle you want, without risking your long-term security.

How can a financial advisor help busy professionals in the Boulder area? +

A financial advisor helps busy Boulder-area professionals by organizing your entire financial life: investments, taxes, retirement planning, and equity compensation, so you stay on financial track without having to manage every detail yourself.

How do I minimize taxes on RSUs, ISOs, and stock options in Colorado? +

You can minimize taxes on RSUs and stock options by planning around your vesting schedule, AMT exposure, and exercise timing, using a multi-year strategy tailored to Colorado income and tax laws.

What should I do first after receiving an inheritance? +

After receiving an inheritance, the first step is to pause and review the tax rules and options so you can create a plan that aligns the new assets with your long-term financial goals.