Fiduciary Retirement and Wealth Planning for Castle Rock Families

Feeling unsure about how taxes will impact your retirement?

Retirement tax planning income strategies in Castle Rock Wealth Management

See What Integrated Tax + Wealth Planning Can Do for You

Schedule your Introductory Wealth Management Consultation now.

Welcome to Eight Peaks Wealth Management — your trusted partner in retirement and coordinated family office-like services.

Our Castle Rock clients are successful professionals and high-net-worth families who value integrity, experience, and generational loyalty.

We specialize in tax-efficient retirement strategies designed to grow and protect your legacy. Our LEGACYSCULPT Framework integrates investment management, tax planning, and estate planning to help reduce tax burdens and enhance long-term financial outcomes. With personalized service and strategic insight, we simplify financial complexity and empower you to move forward with clarity and confidence.

OUR MISSION

To elevate your financial life through tax-smart strategies that help you enjoy a fulfilling retirement and leave a legacy aligned with what you value most.

Brett Polzin CERTIFIED FINANCIAL PLANNER® professional

Brett R. Polzin, CFP®, EA

Founder &
Wealth Advisor

Connect with fiduciary CERTIFIED FINANCIAL PLANNER Brett Polzin in Parker, Colorado

Why Castle Rock Families Choose Tax-Smart Planning

Castle Rock 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 Rock 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 Rock Retirees Trust Eight Peaks Wealth

Castle Rock 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 Rock 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 Rock Professionals We Work Best With

We work best with Castle Rock 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

Free Retirement Assessment in Parker, Colorado

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Your Retirement is Important—Expect More from Your Financial Advisor

We’re different from what you might be used to…

We are an Independent Wealth Management Firm

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 Specialize in Tax-Efficient Retirement Strategies

A lot of advisors try to attempt to cater to everyone - we don’t. Our passion is specifically helping you maximize your financial life before and during retirement.

Tax Planning is an Important Part of What We Do

Some financial advisors won’t give tax advice. A lot more just aren’t able to. Here, it is an important piece of our LEGACYSCULPT Framework. Taxes could be the biggest expense you have. We help our clients save by implementing powerful strategies.

Through Polzin Integrated Tax - separate business that is under common ownership - we can coordinate the preparation and filing of your tax returns.

Our Fees are Clear and Transparent

Fee-transparency is a critical element to our partnership. Being “fee-only” means we don’t sell products for commissions.

We are Easy and Convenient to Meet With

We’re able to provide our entire offering virtually, thanks to innovative systems and software.

Prefer a live and in-person relationship? No problem. We’re happy to accommodate.

We are Credentialed in Both Financial Planning and Tax

In addition to having relevant education and professional experience, we have obtained industry designations focused on tax-efficient retirement planning and investment management.

We are Committed to Acting as a Fiduciary

Many financial advisors work under a suitability standard. We’re held to a higher standard. We don’t want to take any chances on our clients’ retirement. You are hiring a trusted advisor who has made a commitment to putting your interests first.