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.

Medicare doesn't have to be a mystery! Last week, Peak's Grant Bugner, CFP®, and Allen McGirl of McGirl Insurance teamed...
10/23/2026

Medicare doesn't have to be a mystery!

Last week, Peak's Grant Bugner, CFP®, and Allen McGirl of McGirl Insurance teamed up to host Medicare Made Clear, an educational luncheon designed to simplify one of retirement's more complicated decisions.

From enrollment timing and coverage options to avoiding costly surprises, guests walked away with practical insights to help navigate Medicare with greater confidence.

A big thank you to Allen and everyone who joined us! At Peak, we believe great financial planning means helping clients make informed decisions well beyond their investments.

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. McGirl Insurance is an unaffiliated third party.

As longtime supporters of the Boulder Ensemble Theatre Company - BETC, we were thrilled to host a special Peak Night for...
10/21/2026

As longtime supporters of the Boulder Ensemble Theatre Company - BETC, we were thrilled to host a special Peak Night for a preview of The Weir!

A great evening of theater, community, and connection. Thank you to BETC for having us and to everyone who joined us in supporting Boulder’s vibrant arts scene!

The Weir is a modern masterpiece from one of Ireland’s most acclaimed playwrights, blending haunting storytelling with tender Irish camaraderie. The play reminds us that empathy and friendship grow out of the myths and stories that bind us. Join BETC at The Savoy in Denver or the Dairy Arts Center

10/15/2026

Why are interest rates rising, and what could keep them elevated?

With the 10-year U.S. Treasury yield recently reaching levels not seen in nearly two decades, investors are taking a closer look at what's driving the bond market. Peak’s Johnny Russell, CFA breaks it down:

Short term: Rising oil prices, persistent inflation, a Fed rate hike, and strong economic data drove yields from 4.75% to 5.29% in September alone.

Long term: Strong nominal GDP growth, a large stock of government debt, and an AI investment cycle demanding capital help explain why yields have reset above their 2010s levels.

Read the full blog: https://peakam.com/why-are-interest-rates-rising/

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.

Peak’s Cassidy Steck, Peter Hedberg, Bethany Aylor, Tara Hefty, Grant Bugner, Javier Gomez, Sophie Berglund, and John Mc...
10/08/2026

Peak’s Cassidy Steck, Peter Hedberg, Bethany Aylor, Tara Hefty, Grant Bugner, Javier Gomez, Sophie Berglund, and John McCorvie attended the Blue Sky Bridge Light the Way Benefit in Boulder, CO to honor the organization’s service as Boulder County's Child Advocacy Center. Peak is proud to sponsor an organization dedicated to providing safety, protection, and healing to children and families in our community!

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.

We’re grateful to Peak Asset Management for supporting our Light the Way-Boulder benefit. For more than 30 years, Peak has provided personalized financial services to families, professionals, and business owners and we’re grateful for their commitment to the community they call home. 💙✨🏔

Two analysts can look at the same company, the same financial statements, and the same stock price and reach completely ...
08/29/2026

Two analysts can look at the same company, the same financial statements, and the same stock price and reach completely different conclusions about the potential value of the investment. Who is right? Perhaps both.

One of the thought-provoking ideas in our latest article is that many investment debates aren't really disagreements about the facts. They're often disagreements about time horizon.

Today, market participants are questioning companies making significant investments in artificial intelligence infrastructure and may be reallocating capital to firms with better near-term growth prospects or free cash flow generation. Yet those capital investments in question could potentially prove to be economically beneficial over the long term.

Read our latest article to explore why patience, perspective, and disciplined analysis remain fundamental principles of long-term investing. 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.

It's easy to look at today's market and conclude that investors have become overly optimistic. Artificial intelligence d...
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.

Many retirement decisions can be adjusted over time. Your Social Security claiming decision is one that can carry lastin...
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.

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...
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.

Every generation experiences moments that redefine the investment landscape. The railroad boom, the Internet, and now ar...
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.

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

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

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