Our History

Peak Investment Solutions, LLC was founded in 2000 to provide a disciplined, evidenced based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisory relationship built on personal trust and company-wide integrity, we serve as a fee-only registered investment advisor to individuals, businesses, trusts, partnerships, non-profit organizations and retirement plans.

Peak Investment Solutions is a state registered investment advisor.

We have adopted an approach to client service where the process is understandable and the investing and wealth strategies just feel right. Vital to the long-term vision of Peak Investment Solutions are the concepts of independence, objectivity, continuity of highly motivated professionals and a passion for first-class client service.

Our Office
A Member of the BAM Alliance
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