Objective Financial Planning Expertise
Mountain PEAK Wealth Advisors, LLC offers planning tools, education, advice, and knowledge to clients who are serious about accumulating wealth and planning for a fulfilling retirement. We provide assistance with cash flow management, estate planning, income tax planning, insurance planning, investment planning, and retirement planning.
Jeff Presley, our president and chief compliance officer, has been working in the financial services industry for 30 years and has been a fee-only advisor since 2003.
Why Mountain PEAK Wealth Advisors
As an independent Registered Investment Advisor, we are solely committed to your long-term financial success. We take time to learn about you and then tailor a strategy that fits your unique situation. Our team of knowledgeable professionals take the headaches out of managing your finances, so you can focus on your priorities. After more than 30 years in the business, we know when your situation requires specialized attention. High net worth individuals often need additional measures to protect their assets, retiring business owners face complex tax situations, and blended families need intricate estate planning. Mountain PEAK Wealth Advisors maintains strong relationships with professionals in insurance, estate planning, and many other fields to help cover every part of your financial well-being.
Who We Serve
Pre-Retirees (Age 50 and Older)
- How to choose the appropriate investment allocation
- How to protect your accumulated wealth
- How to scale back your risk
- How to prepare for life in retirement
Retirees of All Ages
- How and when to claim Social Security benefits
- How to turn retirement savings into retirement income
- How to plan your legacy
- How to truly enjoy retirement