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
  • Cybersecurity Tips & Tricks: Passwords

    Secure passwords are the first line of defense against fraud, scams, and bad actors. Weak passwords can, and do, get hacked. In light of this, I have outlined below the current best-practice recommendations for creating a strong password. Additionally, a password manager (AKA a password......

    Read More
  • Economic “Soft Landing?”

    Looking back several decades to the last 14 tightening cycles by the Federal Reserve’s, the Fed has managed a soft landing (i.e. successfully slowing growth and inflation without causing a recession) only twice. The other twelve tightening cycles have resulted in a recession. In other......

    Read More
  • 2023 Year-End Tax Planning

    ...

    Read More
  • “Save for Retirement? But I’m only 25-years-old.”

    Growing up I always heard: “Save for retirement… Start saving now!” I heard this from family and teachers alike. But at 15-years-old, it’s hard to rationalize or connect with saving for something that is that far in the future. Especially when there were so many......

    Read More

Sign Up for the SilverPeak Wealth Newsletter!

» Market analysis and commentary from Hank Nicholson, CFP
» Actionable updates on important issues
» Actually receive valuable information in your inbox

SilverPeak Wealth values your privacy & adheres to a strict NO SPAM policy. Your information will never be sold, shared or used for any purpose other than SilverPeak Wealth.

SUBSCRIBE HERE