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.
Glenn Leest, FPWM financial advisor, was chosen by the Arizona Daily Sun and the Greater Flagstaff Chamber as one of Flagstaff’s “20 Under 40” young professionals in our community working towards making a difference. He was honored among his peers on November 10, 2016. Photo of the award moment HERE. Full post HERE.
The degree to which you tolerate risk in your financial investments determines the path taken to achieve your financial goals. It is also an important factor to consider when choosing your investment advisor. Daisy Maxey of The Wall Street Journal warns, “Don't wait for the [...]
An October 9, 2016 article in The Wall Street Journal discussed the importance of financial advisor credentials and concluded that what those credentials are matters even more than simply having them. Four Peaks Wealth Management (FPWM) agrees, and we have put together a carefully-crafted team [...]
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 [...]