Peaks in Summer

Intelligent investing

for you, your family,

your Future


Minimize your investment


with Four Peaks Wealth Management


Are you investing with your

Bucket List

in mind?



for their


We offer 529 College Savings Plans

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Let's plan for

your family's

financial future



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 75 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.

CONTACT US to learn how we can help you build an intelligent, diversified portfolio that provides strong growth while strategically managing risk. We look forward to hearing from you.

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Recent Four Peaks Wealth Management News

Strategies to Increase Your Social Security Income

Four Peaks Wealth Management invites you to attend our Social Security Workshop. Oct. 22 (Tues) from 6:30 p.m.-8:00 p.m. (HLC) Room 2403 or Oct. 29 (Thurs.) at 6:30 p.m.-8:00 p.m. [...]

FPWM Newsletter | Quarter 3, 2015

In this edition... If the world were perfect, it wouldn't be... It's déjà vu all over again We made too many wrong mistakes, diversification is key The future ain't what [...]

Placing Your Trust in Charles Schwab as Your Custodian

We recently published an article (HERE) about why we chose Charles Schwab as your custodian. A few clients have asked about the security of holding all assets with one custodian, [...]