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Four Peaks Wealth Management 2017-09-26T04:58:12+00:00

Four Peaks Wealth Management

Intelligent investing for you, your family, your Future

Intelligent investing demands knowledge, experience, and commitment. Four Peaks Wealth Management is a local, 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.

Contact Us

Learn how we can help you build an intelligent, diversified portfolio that provides strong growth while strategically managing risk by CONTACTING US today.

FPWM’s merger with Sterling Financial Services provides you with comprehensive financial solutions in one stop – accounting with Sterling and, of course, investments and insurance with Four Peaks Wealth Management.

We are proud to announce the merger of Four Peaks Wealth Management with Sterling Financial Services. Learn more about this merger HERE.

Ron Getto is featured in the June issue of the Flagstaff Business News. Read more…

  • Man on a ladder in front of a chart, to climb the Wall of Worry

    Climbing the “Wall of Worry”

    Roseanne Roseannadanna, a recurring character on Saturday Night Live was fond of saying: “It's always something.” That couldn’t be truer about investing. Investopedia defines a “wall of worry” as the financial markets’ periodic tendency to surmount a host of negative factors and keep ascending. While [...]

  • Illustration of a woman guiding the roads towards financial success

    From Both Sides: Women in Investing

    A Q&A with FPWM’s Emy Tice, CFP Taking a look at generalizations about women and investing, we asked FPWM’s Emy Tice, CFP, her experience on these topics. Women typically have less saved, due to incomes. A woman’s income can be a reflection of societal imbalance [...]

  • Photo of Four Peaks Wealth Management Principals Allen Atkins, Matt Haertzen, and Ron Getto, team up with Marc Sterling of Sterling Financial Services (second from left)

    FPWM and Sterling Financial Services Merger Offers Financial Solutions in One Stop

    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 [...]

  • Photo of cartoon character man catapulting over the word TAX

    Taxes as an Investment Strategy?

    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: [...]

  • Expert Advice image

    Do credentials matter?

    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 [...]