.. Strategic Alliances : The Five Peaks Capital Group, LLC, provides disciplined, strategic financial advice on wealth management products: investments, insurance and retirement planning.

Strategic Alliances

At Five Peaks Capital Group LLC, we try to work with some of the best financial minds to plan and monitor your wealth together. When “it takes a village” to identify and implement the best possibilities for your situation, we have access to some of the best resources.

Our circle of influencers through New York Life and Eagle Strategies LLC extends the Five Peaks services, including:

New York Life Insurance Co.

Derek Moore, Carey Sullivan, Chris Grimes, Laura Olmedo and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/27/17.)


Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, Derek Moore, Carey Sullivan, Chris Grimes and Laura Olmedo provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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Nautilus Group

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Derek Moore works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Ash Brokerage

Ash Brokerage

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

The Advanced Planning Group

Crump Life Insurance Services

The largest brokerage organization in the industry and a prominent wholesale distributor of life insurance, Crump links a national network of approximately 200,000 financial services professionals with the products manufactured by approximately 100+ highly rate insurance companies.

The Advanced Planning Group

eMoney Advisors

Through collaborative relationships and leading-edge technology and services, eMoney Advisor has been working with financial professionals for over 20 years. Their comprehensive wealth management solutions help both professionals and their clients alike to work efficiently managing accounts and finances.

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August 20, 2019 @ 11:57 AM

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