Integrated Tax & Investment Strategies for Successful Professionals and High-Net-Worth Retirees
Frustrated that your financial plan feels like a patchwork of opinions, not a strategy?
Welcome to Eight Peaks Wealth Management — your trusted partner in retirement and coordinated family office-like 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 LEGACYSCULPT™ approach 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 empower you to enjoy a fulfilling retirement and leave a legacy aligned with what you value most.
Founder &
Wealth Advisor
We build tax-efficient financial planning and investment management strategies for high-net-worth families nearing retirement.
As featured in:
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 LEGACYSCULPT™. 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.
We help our clients in these key areas
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.