Who are we

Welcome to Peak Capital Management

Peak Capital Management will help you steer your course towards a lifetime of financial security. Our expertise lies in helping those near or at retirement age to avoid common mistakes, like inefficient asset allocation and risk management.

Our educational process allows our clients to take charge of their financial lives. We know managing your money wisely means being knowledgeable about your options and making informed choices. We teach the basics of wealth management and partner with you so you don’t have to go through it alone.

Call us today so you can get the best assistance in making financial decisions that help you and your heirs meet your goals.

Our Philosophy

Our philosophy at Peak Capital Management is to coach and assist 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.

Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

An informed client is a good client.

Seven-Step Process

Identify lifetime objectives & strategies

Understand all your options

Determine your risk profile

Build your stable allocation model

Optimize your investment allocations

Identify tax-reduction and catastrophe-protection strategies

Schedule regular periodic reviews
Skilled & Highly Trained

Our Team

D. Michael Burleigh
President, Founder and Financial Advisor
Rich Pontynen
Tax Preparation and Planning
Erin Lindsay
Director of Client Services and Business Operations
Carty Burleigh
Client Event Coordinator
Julie Ann Probst
Director of Marketing

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