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Sophie Berglund Email
Wealth Advisor . Peak Asset Management LLC Colorado
Louisville, CO
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Current Roles
Employees:
22Revenue:
$3.2MAbout
Peak Asset Management is an independent, comprehensive and objective financial advisory firm. With our focus on long-term capital appreciation, we prioritize our client relationships, and bring a human touch to dollars and cents. \n\nThrough our long-term back-to-basics investment philosophy, we aim to positively affect clients through the many transitions of their lives. We’re in it with you for the long-haul, through strong, disciplined management, a focus on asset building for financial security, and financial education across generations. \n\nTo maximize the effectiveness of our services, we’ve built our business on three fundamental principles: (1) We work directly for our clients, (2) We proactively promote and facilitate client communication, and (3) We construct a personalized investment portfolio for each client. We believe these principles position us to provide a superior solution to a select group of investors (our high-wealth clients typically have assets over $1 million). \n\nWe look forward to talking with you about your financial goals. Learn more at http://www.peakam.com.\n\nInvestment advisory services are provided by Peak Asset Management, LLC, a SEC-registered Investment Adviser. Postings on LinkedIn from Peak Asset Management, LLC are monitored, stored and made available to regulators as requested.Peak Asset Management LLC Colorado Address
Louisville, CO
United States