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Peak Asset Management, LLC

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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.

08/25/2026

It's easy to look at today's market and conclude that investors have become overly optimistic. Artificial intelligence dominates headlines, valuations are elevated relative to long-term averages, and a handful of mega-cap companies are driving a historic infrastructure investment cycle.
But the data tells a more nuanced story.

While AI has generated significant excitement, investors haven't been rewarding every company simply for participating in the race. The businesses making massive capital investments have in fact faced legitimate scrutiny.

In our latest article, we examine why today's market may be behaving more rationally than many believe, and why understanding the difference between innovation and investment discipline remains essential for long-term investors. Read more: https://peakam.com/are-investors-behaving-rationally/

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.

08/20/2026

Many retirement decisions can be adjusted over time. Your Social Security claiming decision is one that can carry lasting consequences and is difficult to reverse.

Choosing when to claim isn't simply about maximizing a monthly benefit. It's about understanding how that decision fits into your retirement income, investment strategy, taxes, healthcare costs, and long-term financial goals. A thoughtful analysis today may help provide greater flexibility and confidence for years to come.

Before you file, make sure you're evaluating the decision within the context of your entire financial plan, not just your Social Security statement.

If you’d like to run a personalized Social Security analysis, we’re happy to help. Reach out to schedule a consultation: https://peakam.com/contact/

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.

08/17/2026

One of the most common questions we hear isn't, "How do I maximize my Social Security?" It's "When should I take it?"

The answer is rarely as simple as claiming early or waiting until age 70. For many affluent retirees, the timing of Social Security affects far more than a monthly benefit. It can influence your retirement income strategy, lifetime tax liability, Medicare premiums, portfolio withdrawals, and even the financial security of a surviving spouse. That's why the decision deserves to be viewed within the context of your entire financial plan and not in isolation.

In our latest article, we explore the factors that can help guide this important decision and explain why each strategy depends on your unique goals, resources, and retirement vision.
Read the full article to learn more about making a Social Security decision that's aligned with your broader retirement plan: https://peakam.com/when-should-i-take-social-security/

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.

08/14/2026

Every generation experiences moments that redefine the investment landscape. The railroad boom, the Internet, and now artificial intelligence have each promised to reshape the future. One challenge for investors is not simply recognizing transformative innovation; it's determining which opportunities create lasting value and which become driven more by optimism than fundamentals.

In our latest Quarterly Client Letter, Noel Bennett shares his perspective on navigating today's environment, where AI enthusiasm, geopolitical uncertainty, inflation, and shifting markets are all competing for investors' attention. Rather than chasing headlines, he discusses why disciplined research, thoughtful valuation, and a long-term investment philosophy continue to guide Peak's approach.

Markets evolve. Sound investment principles endure.

Read our Q2 2026 Quarterly Client Letter to learn more about how we're thinking through today's opportunities and challenges: https://peakam.com/quarterly-client-letter-q2-2026/

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.

08/07/2026

We're honored to be recognized as #15 in the Denver Business Journal's 2026 rankings of Colorado -Based Investment Managers.

While rankings are appreciated, what matters most to us is what they represent: the trust our clients place in us every day. Helping individuals, families, business owners, and retirees navigate complex financial decisions is a responsibility we never take for granted.

This recognition reflects the dedication of our entire team and our commitment to providing thoughtful, comprehensive wealth management built around each client's unique goals. Thank you to our clients for the confidence you've placed in Peak and to our team for the professionalism, care, and expertise you bring to every relationship.

We're grateful for this milestone and look forward to continuing to serve our Colorado community for years to come.

Advisory Services offered through Peak Asset Management, LLC, an SEC registered investment advisor. This is not an offer to buy or sell securities. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement or evaluation of the advisor by any client and are based on information prepared by the advisor. This third-party rating was granted by Denver Business Journal on 7/24/2026 and applies to the period ending Oct 1, 2025. Criteria for the third-party rating can be found here https://www.bizjournals.com/denver/subscriber-only/2026/07/24/24-largest-colorado-based-investment-managers-ranked.html. No compensation was provided to participate in the third-party rating process.

08/06/2026

Last month, Peak Asset Management proudly sponsored our team in the Children's Hospital Colorado Courage Classic Bicycle Tour. Inspired by a shared goal, our newest Wealth Advisor, Peter Hedberg, and his 15-year-old son, Eli, assembled Peak's inaugural team of 10 riders bringing together family members, clients, colleagues, and friends for an unforgettable weekend.

Together, the team rode more than 700 miles over two days and has raised more than $22,000 in support of the Palliative Care Team at Children's Hospital Colorado. Since 1990, the Courage Classic has united thousands of cyclists to help fund lifesaving care and critical programs for children and families throughout our community.

We're incredibly grateful to everyone who rode, donated, and encouraged our team along the way. Supporting organizations that make a meaningful difference is a value we share at Peak, and we're already looking forward to making the Courage Classic an annual tradition.

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.

08/05/2026

When families think about estate planning, they often focus on what will happen to their wealth and how it will be divided. But one of the most important decisions may be choosing the person responsible for carrying out the plan.

Selecting a trustee or executor is about more than just naming a spouse, child, or close friend to check a box to fill a role. It requires thoughtful deliberation about who can navigate financial, legal, and family dynamics during what is often an emotional and challenging time. The right choice is typically someone who is organized, trustworthy, communicative, and capable of acting in the best interests of everyone involved. The decision should not be made lightly.

At Peak, we often encourage clients to think beyond who is closest to them or who they might trust most and instead consider who might be best equipped for the responsibilities the role requires. A well-designed estate plan is important, but the people chosen to carry it out can have a significant impact in how smoothly and effectively the plan is executed.

Estate planning should not just be about transferring assets. It should be about creating clarity, preserving family relationships, and helping ensure your intentions are carried out the way you envisioned. Read our article here: https://peakam.com/how-to-choose-a-trustee-or-executor-for-your-colorado-estate-plan-tips-for-boulder-county-families/

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.

08/03/2026

New financial planning tools often generate a lot of headlines. But whether they make sense to incorporate within your overall financial and legacy planning strategy requires an in-depth analysis and holistic approach.

The recently introduced Trump Account has attracted attention because of its government-funded contribution and tax-advantaged structure. From a planning perspective, the question might not be whether to use a Trump Account instead of a 529 plan, UTMA account, or other savings vehicle. It's instead knowing how the different solutions function and understanding how each option fits into a broader strategy for funding education, building long-term wealth, and supporting future financial independence.

At Peak, we believe effective financial planning is rarely about selecting the newest idea or strategy. It's about understanding the tradeoffs, evaluating the available options, and determining which approach aligns best with your family's goals.

Financial planning works best when decisions are driven by purpose and prudent planning, not flashy headlines showcasing the newest tactic.

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.

07/30/2026

One of the most intriguing questions concerning wealth management has nothing to do with financial markets, the economy, or individual investments. Instead, the question is exploratory in nature with no right or wrong answer, and the corollary to the question often generates unique thoughts and responses.

"What is this money ultimately for?"

For some families, the answer involves providing for the next generation of children and/or grandchildren. For others, the answer has a more targeted application. They may prefer to dedicate wealth to important pursuits such as education, conservation, healthcare, faith-based organizations, or other causes that have shaped their lives.

Families that seem most intentional about wealth creation and legacy planning often spend as much time considering the impact their wealth might have as they do discussing the specific investments that gave rise to the wealth itself. As answers to the above question are contemplated, Peak is available to further this natural shift in focus to see how we might assist and provide solutions. Reach out for a consultation today: https://peakam.com/contact/

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.

07/23/2026

Every few years, a new financial planning tool or technique arrives promising to help families build wealth more efficiently.

Instead of moving forward and inquiring how best to use the stratagem, the better question to begin with might be: "What problem are we trying to solve?"

For some families, the top priority might be funding education. For others, it could be creating a financial head start for children or grandchildren, teaching financial responsibility, or transferring wealth across generations. The account, strategy, or investment vehicle is often secondary to the objective itself, but certain types of instruments and approaches can be better suited to enhance the potential success of achieving the objective.

At Peak, we believe effective planning starts by identifying the goal first and then selecting the tools that best support it. Whether it's a 529 plan, trust, custodial account, brokerage account, Roth, or the newly created Trump account, the most important decision is rarely the account itself. It's understanding the hierarchy of goals, creating and executing a strategy to potentially attain them, and utilizing the vehicles that provide the best opportunity to achieve the family's long-term priorities and values. Read more here: https://peakam.com/trump-accounts-where-they-may-fit-into-your-familys-financial-plan/

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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