Our Firm

Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Seven Step Educational Process
  1. Identify lifetime objectives & strategies
  2. Understand all your options
  3. Determine your risk profile
  4. Build your stable allocation model
  5. Optimize your investment allocations
  6. Identify tax reduction and catastrophic protection strategies
  7. Schedule regular periodic reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.
An informed client is a good client.

953 NE Jensen Beach Blvd.

Jensen Beach, FL 34957

Call or email us for details of how we can help you reach your financial goals.

Email Us

(772) 334-9592

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