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
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    Enjoy the Journey

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    2024 Year-End Tax Planning

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