Four Peaks Wealth Management, LLC is an independent, employee owned investment management firm dedicated to providing institutional asset management for the individual investor.
With over 70 years of combined investment management experience, we know that asset allocation, expense control, and low management fees are the most important attributes to a successful investment strategy. With these principles in mind, we developed a proprietary asset allocation model to structure custom portfolios for each of our clients.
We have structured our firm to assure that our only compensation comes from our clients. This allows us to select asset classes and design portfolios with only our client interests in mind.