Peaks in Summer

Intelligent investing

for you, your family,

your Future



for their


We offer 529 College Savings Plans

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Are you investing with your

Bucket List

in mind?



the seeds of

financial change

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Thinking about

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.

Find out

What is the minimum amount Four Peaks Wealth Management will manage?

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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, […]

Four Points on Diversification by Matt Haertzen, CEO

Matt Heartzen, Chief Executive Officer for Four Peaks Wealth Management, discusses four points about Diversification and why it is very important as you plan your retirement solutions. To learn more […]

The Importance of Diversification

Coming off such a strong year of domestic stock market performance, we are being asked, “Why buy anything but U.S. stocks?” It’s an understandable question, if you were just to […]