Peak Financial Solutions is a Colorado-based financial services firm that provides comprehensive wealth management and financial planning. The company operates on a client-centric model, offering services such as retirement planning, investment portfolio management, tax management, insurance, and estate conservation. They emphasize a personalized approach, working closely with clients to understand their unique circumstances and long-term objectives. Peak Financial Solutions is an office of Cetera Advisors LLC, a registered broker-dealer and investment adviser, which provides the regulatory and compliance framework for their operations.

Founded in

United States