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Peak Asset Management, LLC

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Louisville, CO
Peak Asset Management, LLC

Fee-only, independent investment, estate, and financial planning team always acting as your fiduciary. The Certified Financial Planner Board of Standards Inc.

Investment Advisory Services offered through Peak Asset Management, LLC, a Registered Investment Adviser. Peak Asset Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Peak Asset Management maintains clients. Peak Asset Management may only transact business in those states in which it

is registered, or qualifies for an exemption or exclusion from registration requirements. Peak Asset Management’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Peak Asset Management’s website on the Internet should not be construed by any consumer and/or prospective client as Peak Asset Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Peak Asset Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Peak Asset Management, LLC, please contact the SEC, FINRA or the state securities regulators for those states in which Peak Asset Management maintains a filing. A copy of Peak Asset Management’s current written disclosure statement discussing Peak Asset Management’s business operations, service, and fees is available from Peak Asset Management upon written request. Peak Asset Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Peak Asset Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these websites provided here, you are leaving this site. Peak Asset Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Peak Asset Management’s web-site and assume total responsibility and risk for your use of the sites you are linking to.

07/20/2026

People can spend years determining their overall plan to distribute their wealth. But often they can spend considerably less time thinking about who will be responsible for navigating and implementing the plan they have designed and executed.

The reality is that even the most thoughtfully crafted estate plan may eventually rely on the judgment of another person. During a time when emotions can be high and family dynamics can become complicated, the individual serving as trustee or executor may be asked to balance administrative responsibilities, difficult conversations, and important decisions that impact multiple generations.

Choosing a trustee or executor isn't simply a fiduciary decision – it's a leadership and stewardship decision. The right person can help provide continuity, clarity, and composure when your family needs it most.

Estate planning shouldn’t be just about what happens to your assets. It should also be about helping to ensure the people you leave behind are supported through the process and confident in the result. No one wants conflict and unrest after they pass away. Choosing the appropriate fiduciary can go a long way to providing a smooth transition for families.

Learn more: https://peakam.com/2026-estate-and-legacy-planning-in-boulder-louisville-co/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

07/11/2026

Charitable giving can accomplish more than just reducing taxes. It can create a meaningful impact, support causes that reflect your values, and provide an intentionality about the type of legacy you wish to leave behind.

As wealth grows, so does the opportunity to approach philanthropy more tactically and judiciously. Tools such as donor-advised funds and strategies like gifting appreciated securities or utilizing Qualified Charitable Distributions (QCDs) can help align generosity with broader financial, tax, and estate planning objectives.

Peak helps clients evaluate how charitable giving fits into their overall wealth plan. Whether the goal is supporting local organizations, involving future generations in philanthropy, creating a lasting charitable legacy, or navigating the tax implications of large gifts, we believe charitable planning is most effective when it is integrated into a broader financial strategy, not treated as a standalone decision.

The most meaningful charitable plans often begin with a simple question: What impact do you want your wealth to have during your lifetime and beyond? Read more here: https://peakam.com/charitable-giving-legacy-planning-in-boulder-county-co-donor-advised-funds-and-other-tax-smart-philanthropic-strategies/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

07/02/2026

Estate planning is not a “set it and forget it” exercise. Over time, changes in tax laws, family dynamics, asset values, retirement goals, and beneficiary intentions can gradually create gaps between your current circumstances and the plan originally put in place.

For many families, a comprehensive review of the estate plan every 3–5 years, combined with annual check-ins to review titling, beneficiaries, trustees, and planning objectives, can help optimize the strategy so it continues to reflect evolving goals and priorities.

A well-structured estate plan should evolve alongside your life, not remain static while everything around it changes. Reach out for more information: https://peakam.com/team-member/jason-foster/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

06/30/2026

Estate planning is not simply about gathering documents or checking boxes. At its core, it’s about creating structure around your wealth, your wishes, and the people you care about most.

A thoughtfully designed plan can help preserve assets, reduce unnecessary complications, and provide clearer direction for how decisions, responsibilities, and wealth transfers are carried out over time.

As life evolves, estate planning should evolve alongside it, helping keep your intentions aligned with your family, financial goals, and long-term legacy objectives. Reach out for more information: https://peakam.com/team-member/jason-foster/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

06/28/2026

For many families, avoiding probate isn't simply about reducing administrative complexity; it’s about creating a smoother transition during an already difficult time.

In Colorado, probate can be more streamlined than in some states, but that doesn't mean every asset will automatically transfer efficiently or privately. Titling decisions, beneficiary designations, trusts, and coordinated estate planning strategies can all play an important role in how wealth ultimately moves to the next generation.

A thoughtful estate plan is often less about any single document and more about how the entire structure works together. When aligned properly, planning can help reduce delays, improve organization, and provide greater clarity for loved ones and beneficiaries over time. Read more here: https://peakam.com/how-to-best-position-yourself-to-avoid-probate-in-colorado-a-step-by-step-guide/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

06/26/2026

A comprehensive estate plan often involves much more than drafting a will or trust. Questions surrounding beneficiary designations, tax exposure, family dynamics, charitable intent, business interests, healthcare directives, and long-term legacy objectives can all influence how effectively a plan functions over time.

For many families, the challenge is not simply creating documents; it’s coordinating decisions across their broader financial life in a way that remains thoughtful, organized, and adaptable as circumstances evolve.

Estate planning is rarely about a single transaction or strategy. It is an ongoing process designed to help support alignment of wealth transfers with your values, priorities, and long-term intentions for future generations. Read more here: https://peakam.com/consider-these-12-questions-to-create-a-comprehensive-estate-plan-in-boulder-county-colorado/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

06/20/2026

Many people spend years focused on building wealth for retirement, but the transition from accumulating assets to withdrawing from them introduces an entirely different set of planning considerations.

A portfolio withdrawal strategy is not simply about deciding which account to pull from first. The timing and sequencing of withdrawals can influence taxes, portfolio longevity, Social Security decisions, Medicare premiums, and overall financial flexibility throughout retirement.

For individuals retiring early, these decisions can become even more nuanced, particularly before retirement accounts are fully accessible without penalty. Thoughtful coordination between taxable, tax-deferred, and Roth assets can help create greater flexibility as retirement unfolds over time. Reach out for more information: https://peakam.com/team-member/grant-bugner-cfp/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

06/18/2026

Early retirement often shifts the financial planning conversation from “How do I save?” to “How do I structure withdrawals thoughtfully over time?”

For individuals retiring before age 59½, factors such as taxable brokerage accounts, Roth assets, Social Security timing, and IRS provisions like the Rule of 55 or Rule 72(t) can all influence how retirement income is managed during the first decade away from work. The sequencing of withdrawals may also affect long-term tax considerations, portfolio flexibility, and future retirement income planning decisions.

Thoughtful retirement planning is rarely about relying on a single strategy. More often, it involves coordinating multiple moving pieces within a broader financial framework aligned with your goals, timeline, and risk considerations. Read more here: https://peakam.com/how-to-fund-the-first-decade-of-your-early-retirement/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

05/31/2026

The One Big Beautiful Bill Act of 2025 may have raised the estate tax exemption thresholds for 2026 and beyond, but it did not eliminate the need for thoughtful planning. For many high-net-worth families, the conversation has shifted from “Will I owe estate taxes?” to “How do I transfer wealth in a way that is intentional, efficient, and aligned with my goals?”

Business interests, equity compensation, and/or long-term portfolio growth can result in layered complexities over time, especially as your cash flow, balance sheet and objectives evolve. Utilizing strategies such as focused lifetime gifting, trust structures, and discounted business transfers in coordinated plans can turn reactive planning into a more purposeful, forward-looking process that can achieve multiple objectives.

Because effective legacy planning isn't just about minimizing taxes, it’s about designing outcomes that reflect what matters most to you and your family. Read more here: https://peakam.com/how-will-2026-estate-tax-changes-impact-you/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

05/29/2026

Estate planning isn't just about having documents in place – it’s about how those pieces work together with other elements of your financial plan. At Peak Asset Management, we've seen how deploying the right combination of planning tools may help reduce unnecessary delays, create clarity for families, and align wealth transfers with broader retirement and tax strategies.

When thoughtfully structured, an estate plan becomes more than a set of instructions. It becomes a framework that supports continuity, intention, and long-term outcomes across generations. Learn more:
https://peakam.com/legacy-wealth-planning/

Advisory services offered through Peak Asset Management, LLC, an SEC-registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Investment strategies involve risk and may not be suitable for all investors. Past performance is not indicative of future results.

Address

1371 E. Hecla Drive Suite A
Louisville, CO
80027

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+13039260100

Website

http://www.peakam.com/

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