Historic Decade Vaults Financial Service Firm to New 'Peak'Entering its 10th year in the financial service industry, Denver-based Peak Capital Investment Services LLC has attained new heights in regional financial planning circles. Founded in 1997, the firm has since aligned itself with LPL Financial and in 2002, Jon Blumenthal and Brandon Ross, joined the firm as Senior Vice Presidents and now partners in the Peak Dallas office. New offices have been established in San Antonio, Houston and New Jersey – and the firm has grown to 30 support employees and 20 financial professionals. All Peak Capital financial professionals carry Series 7 and numerous other designations. The firm has numerous Certified Financial Planner™ Professionals with several others in the process of obtaining that designation, one former attorney and three Certified Public Accountants. CLIENT BASE Major client sources have come from CPAs, physicians, client referrals, High Net Worth investors, seminar
attendees and beyond. And today, clients come from across the board, from Blue Cross/Blue Shield, AT&T
and Lockheed-Martin to Qwest, American Airlines, Exxon Mobil, Verizon, Xcel Energy and a steadily THE MISSION Yet, the mission has been the same from the beginning: Peak Capital has always provided full-service financial planning through LPL Financial, comprehensive money management services, tax and insurance consulting, as well as business planning, including 401(k) and defined benefit plan management. The firm also specializes in educational funding, multi-generational estate planning, and business liquidation/ transfer strategies. All of the above involve careful attention to a client’s risk tolerance. ASSETS UNDER MANAGEMENT Management of roughly $500 million in assets for some 500 clients will net $4 million this year in annual company revenues for Peak Capital Investment Services, LLC. STRONG REFERRAL BASE It underscores just how critical personal referrals are to our company. No matter how big we get, we know we have to work overtime every day to earn a client’s respect, which hopefully turns into more referrals. Referrals really are worth more than money. Referrals say we’re doing our utmost to serve our customers. HOW PEAK SPELLS S-U-C-C-E-S-S Long-term achievers know success never comes from a handful of magic beans. Giants in the financial industry come from steady, ethical growth and a reputation sustained by first-rate customer service. Peak Capital advisors understand the importance of those qualities when it comes to keeping a steady eye on client assets. |
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