Welcome to Pacific Peak Advisors
Simplify WealthManagement
Our Philosophy
At Pacific Peak Advisors, our focus is to understand your goals, concerns, your specific family needs and plans for the future. After consultation and discussion, we prepare a plan to reach your goals, reviewing our trajectory on an ongoing basis. We don’t just manage money; we assist in achieving your ever-changing life goals.
We provide comprehensive wealth management services. From understanding your basic risk tolerance to complex estate planning, we help you through life’s various stages. We do all of this “from a helicopter view.” This includes not only asset management, but retirement planning, strategies to mitigate taxes and family wealth protection.
Our Services
Our services are designed for individuals, families, and business owners who want personalized guidance to navigate life’s financial complexities. Whether you’re planning for retirement, managing a growing business, or building a legacy, we’re here to help you make informed decisions with confidence and clarity.
Comprehensive Financial Planning
We help you define and prioritize your goals, then build a dynamic plan to get you there—reviewing and adjusting along the way as life evolves.
- Ongoing plan updates and reviews
- Family wealth strategy sessions
- Goal-based financial planning
- Risk assessment
Investment Management
Strategic, personalized investment portfolios designed to align with your goals, values, and risk tolerance.
- Equities & fixed income
- Mutual funds & ETFs
- Real estate investment trusts (REITs)
- Precious metals & market-rate CDs
Business Owner Support
Financial strategies built for entrepreneurs, from startup to succession.
- Creative pension plans
- Tax strategy evaluation
- Business transition planning
- Coordination with CPAs and attorneys
Retirement Planning
Navigate your retirement with confidence and clarity.
- Traditional & Roth IRAs
- IRA rollovers
- Fixed & variable annuities
- Retirement income planning
Insurance & Protection Strategies
Safeguard your family, income, and future with smart, customized protection plans.
- Life & long-term care insurance
- Disability income insurance
- Social Security & Medicare guidance
- Elder care planning
Legacy & Giving
Support the causes and people you care about with intention and impact.
- Charitable gift annuities
- Strategic giving plans
- Family legacy planning
- Trust-based giving
Comprehensive Financial Planning
We help you define and prioritize your goals, then build a dynamic plan to get you there—reviewing and adjusting along the way as life evolves.
- Ongoing plan updates and reviews
- Family wealth strategy sessions
- Goal-based financial planning
- Risk assessment
- Ongoing plan updates and reviews
- Family wealth strategy sessions
- Goal-based financial planning
- Risk assessment
Investment Management
- Equities & fixed income
- Mutual funds & ETFs
- Real estate investment trusts (REITs)
- Precious metals & market-rate CDs
- Equities & fixed income
- Mutual funds & ETFs
- Real estate investment trusts (REITs)
- Precious metals & market-rate CDs
Business Owner Support
- Creative pension plans
- Tax strategy evaluation
- Business transition planning
- Coordination with CPAs and attorneys
- Creative pension plans
- Tax strategy evaluation
- Business transition planning
- Coordination with CPAs and attorneys
Retirement Planning
- Traditional & Roth IRAs
- IRA rollovers
- Fixed & variable annuities
- Retirement income planning
- Traditional & Roth IRAs
- IRA rollovers
- Fixed & variable annuities
- Retirement income planning
Insurance & Protection Strategies
- Life & long-term care insurance
- Disability income insurance
- Social Security & Medicare guidance
- Elder care planning
- Life & long-term care insurance
- Disability income insurance
- Social Security & Medicare guidance
- Elder care planning
Legacy & Giving
- Charitable gift annuities
- Strategic giving plans
- Family legacy planning
- Trust-based giving
- Charitable gift annuities
- Strategic giving plans
- Family legacy planning
- Trust-based giving
Introducing Your Pacific Peak Toolbox
Evaluate and build a budget, store important documents, use planning tools or just keep an eye on your net worth in real-time, all in one very secure, very private location. Learn more about our fabulous financial solution center; a personal website for each of our Pacific Peak clients.
Retired or Nearly So?
Facing retirement can be frustrating, confusing and even downright scary. A main concern we hear often from clients is “will we run out of money.”
Retirement is not just a number we help our clients hit. It is a constantly changing equation we help you solve. Our tools give our clients a full overview of their situation, updated in real time daily.
Retired, or nearly so? We will help you have the confidence you need to approach each day of your next adventure ready for the challenge.
Business Owners
We have a long history of working with business owners, creating creative pension plans and assisting with the unique needs that come with running a business. In addition, we can assist with evaluating tax strategies when the business is looking to sell, partnering with the client’s attorney and CPA.
