Four Peaks Wealth Management
Intelligent investing for you, your family, your Future
Planning is key to a secure financial 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. We help you plan your investments, education, retirement, Social Security, insurance, taxes, and estate.
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.
Your focus has been on saving for retirement. You're almost "there" at retirement's door. Now what? Let's take a look. In June 2017, Fidelity Viewpoints published an article on how to make your savings last. It’s a lengthy article, backed by in-depth research and a conservative [...]
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 [...]
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 [...]
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 [...]