Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Seven Step Educational Process

Identify lifetime objectives & strategies
Understand all your options
Determine your risk profile
Build your stable allocation model
Optimize your investment allocations
Identify tax reduction and catastrophic protection strategies
Schedule regular periodic reviews

Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

Firm Start Year

1993

No.of Employees

2-4

CRD#

144600

States Licensed in

Florida

Years of Experience in Financial Services

30

Number of Years with Current Firm

23

Advisory Services Provided

Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, 401K Rollovers

Investment Types

Insurance, Exchange Traded Funds (ETFs), Annuities, Mutual Funds, Options & Futures, Bonds, Stocks

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

Registered Investment Advisor

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Health, Life

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Compensation Methods

Based on Assets