Our Process

Your individual Five Peaks experience adapts to your mindset and comfort level incorporating a six-point pathway:

Initial Consult

Our process begins with a confidential consultation when all issues and current assets are revealed and goals are analyzed and prioritized.


We assemble current information about where you are and where you want to go, as well as your risk tolerance and applicable supporting documentation.

Strategic Plan Design

We collaborate with your current advisers, including tax accountant and attorneys, developing a precise and comprehensive plan customized to meet your objectives.**

Recommendation/Approval Meeting

Our team meets with you for a frank discussion that outlines your plan, including steps from startup to ongoing development and protection. We communicate the reasons for our recommendations and listen to your comments so that your consent to move forward is based on informed decisions that reduce your stress and provide a positive outlook for your wealth management.


After helping you understand what you want to accomplish from a business and personal perspective, we get you to take action.

Ongoing Assessment

We continually monitor your plan structure considering changing conditions and market fluctuation. Quarterly meetings with you provide information and education about your current portfolio and create a platform to discuss any changes to your goals and our recommendations. Our team is accessible to you anytime between quarterly meetings.

Market Watch

February 26, 2020 @ 02:16 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -0.1%  
Dow Jones Transportation ETF -1.0%  
Dow Jones Utilities ETF -0.2%  
Nasdaq Composite ETF +0.0%  
Nasdaq 100 ETF +0.2%  
S&P 500 ETF -0.1%  
S&P 100 ETF -0.1%  
S&P Mid-Cap 400 ETF -0.4%  
PHLX Semiconductor Index ETF +0.1%  
OSX Oil Service Sector Index ETF -27.1%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.