Four Peaks Wealth Management
Intelligent investing for you, your family, your Future
Intelligent investing demands knowledge, experience, and commitment. Four Peaks Wealth Management is an independent, employee-owned investment management firm dedicated to providing professional asset management for you, the individual investor. We have developed an investment model and business structure that allows us to provide you with high quality investing at a great value. OUR TEAM of investment professionals leverages more than 100 years of experience to grow your money, not your fees.
Whether you’re a young professional eager to establish an aggressive portfolio for future wealth, a growing family looking to ensure security for your investments, or empty nesters seeking money managers who will help you enjoy retirement to its fullest, we can build an investment plan to meet your needs.
Learn how we can help you build an intelligent, diversified portfolio that provides strong growth while strategically managing risk by CONTACTING US today.
It’s critical that your investment advisor understand your insurance coverages. When queried, our Four Peaks Wealth Management (FPWM) clients often confide that they hold several policies, usually including an old life insurance product or annuity. Still, they rarely understand how these products benefit them or [...]
By Glenn Leest Did you know that there are two different sets of rules under which financial advisers operate; the Suitability Standard and the Fiduciary Standard? The biggest difference between the two is whose interests are put first. Source The Suitability Standard: An adviser can [...]
Market volatility like we’ve seen year-to-date 2016 is an opportunity to consider deploying timely financial planning strategies. One approach you may want to consider is a Roth conversion, turning your traditional IRA funds into a Roth IRA. This strategy is effective in reducing the tax [...]
(l. to r.) Dr. Arthur Selender, Ron Getto, Dr. Allen Atkins, and Matt Haertzen, CFA More than 100 years of investment management experience on Wall Street working towards your investment goals. So how did we end up in Flagstaff, Arizona*? We sought the lifestyle [...]