ADVANCED TAX & RETIREMENT STRATEGIES—SERVING SUCCESSFUL PROFESSIONALS & HIGH-NET-WORTH FAMILIES
Strategic financial guidance for your family, business, and legacy—delivered with clarity, integrity, and experience.
Welcome to Eight Peaks Wealth Management — your trusted partner in retirement and coordinated family office services.
Our 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 approach integrates LEGACYSCULPT™ 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.
Discover how we can protect and grow your wealth—contact us today to get started
Founder
As featured in:
We build tax-efficient financial planning and investment management strategies for high-net-worth families nearing retirement.
Your Retirement is Important.
Expect More from Your Financial Advisor
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.
Retirement planning specialization
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
Some financial advisors won’t give tax advice. A lot more just aren’t able to. Here, it is an important piece of LEGACYSCULPT™.
Through Polzin Tax & Business Advisors - separate business that is under common ownership - we can coordinate the preparation and filing of your tax returns.
Clear Fees
Fee-transparency is a critical element to our partnership. Being “fee-only” means we don’t sell products for commissions.
Virtual Meetings
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.
Credentialed
In addition to having relevant education and professional experience, we have obtained industry designations focused on tax-efficient retirement planning and investment management.
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.
We are regulated as fiduciaries. What does this mean exactly? We’re required to act in YOUR best interest. ALWAYS!
At Eight Peaks, you are not a number, but a part of a collaborative team with the common goal of creating the life that you deserve. From the moment you choose to work with us, you will be part of a professional, but comfortable relationship tailored to your specific needs.
Even though we are primarily a virtual firm, you will have a personalized experience where you know who will be waiting for you on the other side of the phone.
As a fee-only firm, we are only paid by you for the services that we deliver. We never receive commissions or other forms of compensation from third parties. This ensures that the advice you receive is unbiased and in your best interest.
As a fiduciary, we are legally obligated to act solely in your best interest. You never need to wonder if our recommendations have a hidden agenda behind them.
In-person and Virtual Meetings
We are based in Parker, CO which is located in the southeasternmost part of the Denver Metropolitan Area.
In addition to serving Colorado residents, we work with clients throughout the United States using virtual meetings.
*** In-Person meetings may also be available within the Front Range.
Our commitment to providing you with the guidance necessary to make smarter decisions with your wealth.
Your commitment to your most cherished financial and life goals.
A series of collaborative consultations that forms the foundation for our financial planning relationship.