Investing

Investing

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

Focused Investing
Retirement Planning

Retirement Planning

‘When can I retire?’ ... ‘How can my investments provide me income?’

Retire with Confidence
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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 team

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 $500,000, 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.

Learn 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?’

Retire with Confidence
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.

Learn more about Life Transition
College Planning

The gift of a debt-free education is profound. There are smart ways to go about this. SilverPeak Wealth can show you the way.

Learn more about college planning
Have questions? We’re here to help.
Connect with us
Recent News
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    2023 Market Outlook

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  • by Kirsten Roeber, CFP
    2022 Tax Planning

    2022 Considerations SECURE Act: You may know that, as part of a larger government package signed into law in December 2019, Congress included provisions that could make saving for retirement more accessible. Key takeaways include: Required minimum distributions (RMD) now begin at age 72. If......

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