FEE ONLY FINANCIAL PLANNING FOR THE GREENWOOD VILLAGE PROFESSIONAL
DTC FIDUCIARY FINANCIAL ADVISOR SERVING SUCCESSFUL PROFESSIONALS NEARING RETIREMENT
Thank you for visiting!
I’m Brett Polzin, founder of Eight Peaks Wealth Management. I created 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® practitioner serving Greenwood Village and DTC residents and working professionals, I’m committed to helping you achieve lasting financial success. 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 Tax & Business Advisors.
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.
You’re Busy, So We Make Getting Started Convenient and Easy…
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