Peak Summit Strategy™ is Amplifying Wealth, Maximizing Retirement Income & Protecting Capital
Your Goals.
Your Plan.
Your Future.
At Peak American Investment Advisors, we believe successful wealth management begins with your goals, not the cookie-cutter portfolios that many firms use. Every client has a unique vision for their future, and our job is to build a strategy that reflects it.
We combine personalized planning, behavioral coaching, and ongoing education to help you make confident financial decisions that last a lifetime.
Align Your Portfolio with Your Goals
Complimentary Financial Assessment
The first step is simple: a conversation about your goals. Our complimentary financial assessment helps you understand your current financial situation and provides a clear starting point for building the future you want.
Registered Investment Advisor (RIA)
Our independence means your interests are placed above all else. RIA firms are registered with the Securities and Exchange Commission. They are subject to the Investment Advisers Act of 1940, making RIAs some of the most highly regulated entities in the financial industry.
RIAs have a fiduciary duty to act in the best interest of their clients and use institutional custodians (like Charles Schwab) to hold and safeguard their clients' investments. RIAs work with complex portfolios and address unique needs that require a highly customized level of investment expertise.
Unfortunately, not everyone providing financial advice is held to the same standard.
An investment adviser's fiduciary duty under the Advisers Act comprises a duty of care and a duty of loyalty. This fiduciary duty requires an adviser "to adopt the [client's] goals, objectives, or ends."
This means the adviser must, at all times, serve the best interest of its client and not subordinate its client's interest to its own.
In other words, the investment adviser cannot place its own interests ahead of the interests of its client. This combination of care and loyalty obligations has been characterized as requiring the investment adviser to act in the "best interest" of its client at all times.
- U.S. Securities & Exchange Commission (SEC)
Commission Interpretation Regarding Standard of Conduct for Investment Advisers
At Peak American Financial, we honor time-tested traditions and remain committed to the careful stewardship of your wealth. Our guidance reflects a balanced respect for the proven methods of the past while embracing the principles that have long guided sound financial decision-making.
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