Strategic Wealth Guidance for Castle Pines Families Who Need More from Their Financial Advisor
Concerned that your wealth isn’t being actively managed from a tax perspective?
See What Tax-Smart Planning Looks Like
Schedule your Introductory Wealth Management Consultation now
A RETIREMENT-FOCUSED FINANCIAL PLANNER FOR CASTLE PINES PROFESSIONALS
Why Castle Pines Families Choose Tax-Smart Planning
Castle Pines is home to high-income professionals, executives, business owners, and retirees who want more than basic investment advice. Families here benefit from strategies that integrate tax planning, retirement income design, and long-term wealth management.
We help Castle Pines families with:
Optimizing taxes for high-income households
Managing 401(k) and employer plan rollovers
Planning around concentrated stock positions
Coordinating with RSUs, bonuses, and variable compensation
Retirement income planning for early or flexible retirement
Reducing taxes during high-earning years
Charitable giving optimization (DAFs, appreciated stock)
Why Castle Pines Retirees Trust Eight Peaks Wealth
Castle Pines families trust Eight Peaks because they want a firm who understands the community, the tax landscape, and the unique financial needs of high-income Douglas County households. We provide coordinated, tax-smart guidance ensuring every part of your financial life works together.
Castle Pines retirees trust us because we are:
Fee-only fiduciary
Veteran-owned
Specialized in tax-efficient retirement planning
Deeply familiar with Douglas County demographics
Connected with trusted local attorneys, CPAs, and estate professionals
Personalized — no call centers or outsourced advisors
An integrated tax + wealth platform
Castle Pines Professionals We Work Best With
We work best with Castle Pines households who want a long-term relationship with a proactive, tax-smart advisor. Our clients value clarity, transparency, and a coordinated approach to every financial decision. They want an advisor who truly knows their family and is available when the stakes are highest.
We’re a strong fit if you are:
A high-income professional, executive, or business owner
A household with $1M+ in investable assets
Facing complex tax issues (RSUs, bonuses, RMDs, stock options)
Preparing for retirement and want a tax-efficient income plan
Managing large 401(k) or IRA balances
Seeking integrated tax + wealth guidance from one team
Thank you for visiting!
I founded this firm with a simple yet impactful mission: to deliver personalized and trustworthy tax and financial planning strategies that simplify and enhance your life.
As a CERTIFIED FINANCIAL PLANNER® professional serving affluent Castle Pines families, I’m committed to helping you solidify your financial legacy. Whether you’re building wealth, securing your family’s future, or navigating life’s transitions, my goal is to provide guidance and confidence every step of the way.
At Eight Peaks, we’re dedicated to serving the Denver South Metro area with an integrated tax and investment offering that traditionally required multiple professional relationships. Choosing a local advisor means the opportunity for face-to-face connection—a modern take on old-fashioned handshake and conversation.
While we specialize in helping dentists, health care professionals, corporate leaders and successful small business owners nationwide, many found us by simply searching for the best financial advisor for their unique needs right here in their community.
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We’re Independent
No affiliation with banks, brokerages or insurance companies. We stick with what we are good at and what is important to you. No sales pressure to make certain recommendations.
We’re Fee Only
We work solely for you, without commissions or sales incentives. This approach ensures that our advice is unbiased and fully aligned with your best interests, as we don’t earn extra fees from recommending specific products or services.
We’re Regulated as Fiduciaries
Many financial advisors work under a suitability standard. We’re held to a higher standard. We are regulated as fiduciaries. What does this mean exactly? We’re required to act in YOUR best interest. ALWAYS!
We’re Retirement Focused
We go beyond basic investment management services, we deliver fully integrated retirement plans tailored to your lifestyle, coordinating Social Security, tax strategy, and income generation to help you retire with clarity and confidence.
We’re into Tax Planning
Some financial advisors won’t give tax advice. A lot more just aren’t able to. Here, it is an important piece of LEGACYSCULPT. We can even coordinate the preparation and filing of your tax returns through Polzin Integrated Tax.
We’re Credentialed
In addition to having relevant education and professional experience, we have obtained industry designations focused on tax-efficient retirement planning and investment management.
We’re Available Virtually Anywhere
Thanks to innovative systems and software, we’re able to provide our entire retirement planning offering virtually.
Prefer a live and in-person relationship? No problem, we’re happy to accommodate with two locations in the Denver Metro.
We’re Still a Local Financial Advisor
There are no 1-800-Numbers here and you won’t need to enter your Social Security Number into your phone when you call us. You are a partner in your financial success with us, not a part of a book that gets turned over constantly.
We’re Veteran Owned
As such we bring discipline, integrity, and commitment to each client relationship. This means you’re partnering with a team that values service and takes a mission-driven approach to helping you achieve financial success—offering trustworthy, transparent advice to build a secure future.
Ready to see what tax-smart planning looks like?
Schedule A No-Obligation, Complimentary, Introductory Call to Learn More
By appointment only:
10233 S Parker Rd, Suite 300
Parker, CO 80134
OR
By appointment only:
6312 S Fiddlers Green Circle, Suite 300E Greenwood Village, CO 80111
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:
Ready to learn more about building a successful retirement?
Click here to get your Free LEGACYSCULPT™ Retirement Assessment