WEALTH MANAGEMENT FOR CASTLE PINES BUSINESS OWNERS

YOUR FIDUCIARY FINANCIAL ADVISOR IN CASTLE PINES

Nestled amidst rolling hills and lush pine forests, Castle Pines, Colorado, is a picturesque haven offering a perfect blend of natural beauty and serene living. With stunning mountain views, pristine golf courses, and an abundance of outdoor recreational activities, this charming community provides a tranquil escape while being conveniently close to the vibrant city life of Denver. Castle Pines is where nature's splendor meets sophisticated living.

At Eight Peaks Wealth Management, we are fee-only financial planning firm. What this means for you is that we don’t receive commissions for anything we recommend to you. So you receive unbiased advice that is always in your best interest.

Hi, I’m Brett Polzin, founder of Eight Peaks Wealth Management. I established this firm with a clear mission: to provide personalized, trustworthy tax and financial planning strategies that simplify your life.

As a CERTIFIED FINANCIAL PLANNER® professional, I’m dedicated to helping you achieve lasting financial success—whether you’re looking to build wealth, secure your family’s future, or navigate life’s transitions with confidence.

We Are a Local Financial Advisor

…Not a 1-800-Number

We are focused on helping everyday families like you with your wealth management needs.

Are you uneasy or uninterested in managing your financial matters?
Have you recently received a lump sum and are unsure about how to invest it?
Is retirement in the near future and you’re not sure if you can make your money last?

We provide financial planning and investment management services including but not limited to:

Retirement Planning

Tax Planning

Investment Management

Trust & Estate Planning