Investing

Investing

Stocks, Bonds... AND... Real Estate.

Investment Management
Retirement & Financial Planning

Retirement & Financial Planning

‘When can I retire?’ ... ‘Have I saved enough?’

Confident Retirement
Taxes & Income Distribution

Taxes & Income Distribution

Tax Planning and Retirement Income Solutions

Tax Planning & Retirement Income
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Finding a good advisor is like finding a good mattress….

If you don’t know the right questions to ask, you’ll end up with a terrible night’s sleep.

SilverPeak Wealth Team - Your Financial Planning and Investment Experts

Nobody should lose sleep over their portfolio. Being smart and steady with your investments, while staying informed about the latest developments is how SilverPeak works.

SilverPeak Wealth is a Boulder-based investment manager and financial planner that delivers the experience, know-how, and personalized service to help clients succeed. In addition, advisors at SilverPeak Wealth are fiduciaries, so clients can trust that SilverPeak Wealth will always act in their best interest. Period.

If your investment portfolio exceeds $1,000,000, then the SilverPeak Wealth team might be is a good choice to provide you with the wealth strategies and disciplined follow-through that is critical for superior results.

SilverPeak Wealth does not sell products, or work for commissions. Instead, a strict fee-only approach means SilverPeak Wealth can only earn more when your portfolio grows. In other words, your interests and the interests of SilverPeak Wealth are nicely aligned.

Is SilverPeak Wealth right for you?
Investing

Be in the right place at the right time. And, keep a close eye on risk! SilverPeak diversifies across global stocks, bonds … AND … real estate.

READ MORE about our focused investing
Income & Retirement Planning

Get answers to fundamental questions like, ‘How much do I need to retire and how much should I be saving?’ And, ‘When can I retire?’

READ MORE about a confident retirement
Life Transition

Inheritance, divorce, or death of a spouse can all lead to new financial responsibilities. We advocate for our clients, and try to take the worry out of life’s transitions.

READ MORE about Life Transition
Tax Planning & Retirement Income Solutions

Careful tax planning can have a big impact on your overall lifetime tax bill. We help you maximize these opportunites.

READ MORE about tax planning
Have questions? We’re here to help.
Connect with us
Recent News
  • by Hank Nicholson, CFP
    A Volatile Start to the New Administration: What It Means for Investors

    As President Trump began his second term in January, many business leaders and investors expected a renewed focus on pro-growth policies—lower taxes, regulatory rollbacks, and aggressive deal-making. Instead, financial markets were met with significant volatility and uncertainty with the announcement of new tariffs. In the......

    Read More
  • by Kirsten Roeber, CFP
    Hope Springs Eternal

    Last week, on Earth Day, I was 10 stories tall! Let me explain. I was invited to attend the closing bell ceremony at NASDAQ in New York City on April 22. A small group of us attended educational sessions then we proceeded to view the......

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  • by Hank Nicholson, CFP
    Market Update: Heightened Volatility Amid Rising Trade Tensions

    Market Update: April 4th, 2025 Global equities declined again today following China’s announcement of retaliatory tariffs on U.S. imports. This escalation signals the early stages of what could become a prolonged trade conflict, potentially positioning the United States against key global economic partners. Tariffs, which......

    Read More
  • by Hank Nicholson, CFP
    Market Update: Trade Tensions and Market Volatility

    March 2025 The stock market experienced another sharp decline today following the implementation of new tariffs by the administration on imports from Canada, Mexico, and China. In response, China and Canada swiftly imposed retaliatory tariffs, while Mexico announced plans to reveal its own countermeasures on......

    Read More

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