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Peak Asset Management, LLC, Colorado jobs and careers

About Peak Asset Management, LLC, Colorado

Peak Asset Management is an independent, comprehensive and objective financial advisory firm. With our focus on long-term capital appreciation, we prioritize our client relationships, and bring a human touch to dollars and cents. Through our long-term back-to-basics investment philosophy, we aim to positively affect clients through the many transitions of their lives. We’re in it with you for the long-haul, through strong, disciplined management, a focus on asset building for financial security, and financial education across generations. To maximize the effectiveness of our services, we’ve built our business on three fundamental principles: (1) We work directly for our clients, (2) We proactively promote and facilitate client communication, and (3) We construct a personalized investment portfolio for each client. We believe these principles position us to provide a superior solution to a select group of investors (our high-wealth clients typically have assets over $1 million). We look forward to talking with you about your financial goals. Learn more at http://www.peakam.com. Investment advisory services are provided by Peak Asset Management, LLC, a SEC-registered Investment Adviser. Postings on LinkedIn from Peak Asset Management, LLC are monitored, stored and made available to regulators as requested.

Founded
1994
Employees
11 to 50

Leadership

The top of Peak Asset Management, LLC, Colorado's org chart, with how many people report into each leader.

TH

Tara Hefty

Managing Partner

7 reports

JRPhoto of Johnny Russell

Johnny Russell

Partner & Wealth Advisor

1 report

JM

John McCorvie

Partner & Portfolio Manager

SBPhoto of Sophie Berglund

Sophie Berglund

Wealth Advisor

CS

Cassidy Steck

Wealth Advisor

BAPhoto of Bethany Aylor

Bethany Aylor

Wealth Advisor and Financial Planner

GBPhoto of Grant Bugner

Grant Bugner

Wealth Advisor, Certified Financial Planner™

Jobs at Peak Asset Management, LLC, Colorado

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