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. YOUR TEAM of investment professionals leverages more than 100 years of experience to grow your money, not your fees. And we invest our personal savings the same exact way we do client money.
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.
We are proud to announce the merger of Sterling Financial Services, the leading accounting services provider in Sedona, with Four Peaks Wealth Management, a highly respected investment management firm based in Flagstaff. Together, we now offer comprehensive solutions to help manage your financial future. Learn more about this merger HERE.
Sterling Financial Services now in your FPWM Toolkit We are proud to announce the merger of Sterling Financial Services, the leading accounting services provider in Sedona, with Four Peaks Wealth Management, a highly respected investment management firm based in Flagstaff. Together, we now offer comprehensive solutions to [...]
Let's take a look. While the composition of investments in your portfolio is important in terms of their returns, investing in a tax-efficient manner can generate income in your pocket as well. TD Ameritrade in their Five Strategies for Tax-Efficient Investing lays out the implications: [...]
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 [...]
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 [...]