Founded in 2004, Peak Capital Investment Services, LLC is an independent Registered Investment Adviser (RIA) based in Colorado. The firm operates as a fiduciary, committed to providing objective, client-centered financial advice and services. They specialize in comprehensive wealth management, which includes personalized financial planning, discretionary investment management, retirement planning, and institutional consulting. By employing a fee-only model, they aim to align their interests directly with their clients, avoiding commissions on product sales and focusing on customized strategies to help clients achieve their long-term financial goals.

Founded in

United States