About Peak Capital Investment Services, LLC

Entering its 10th year in the financial service industry, Denver-based Peak Capital Investment Services LLC has attained new heights in regional financial planning circles.

Founded in 1997, the firm has since aligned itself with Linsco/Private Ledger and in 2002, Jon Blumenthal and Brandon Ross, joined the firm as Senior Vice Presidents and now partners in the Peak Dallas office. New offices have been established in San Antonio, Houston and New Jersey – and the firm has grown to 17 support employees and 15 financial professionals.

All Peak Capital financial professionals carry Series 7 and numerous other designations. The firm has numerous Certified Financial Planner™ Professionals with several others in the process of obtaining that designation, one attorney and three Certified Public Accountants.

Client Base
Major client sources have come from CPAs, physicians, client referrals, High Net Worth investors, seminar attendees and beyond. And today, clients come from across the board, from Blue Cross/Blue Shield, AT&T and Lockheed-Martin to Qwest, Verizon and Xcel Energy and a steadily growing number of high-end, independent investors.

The Mission
Yet, the mission has been the same from the beginning: Peak Capital has always provided full-service financial planning through Linsco/Private Ledger, comprehensive money management services, tax and insurance consulting, as well as business planning, including 401(k) and defined benefit plan management. The firm also specializes in educational funding, multi-generational estate planning, and business liquidation/transfer strategies. All of the above involve careful attention to a client’s risk tolerance.

Assets Under Management
Management of roughly $350 million in assets for some 500 clients will net $3 million this year in annual company revenues for Peak Capital Investment Services, LLC.

Strong Referral Base
It underscores just how critical personal referrals are to our company. No matter how big we get, we know we have to work overtime every day to earn a client’s respect, which hopefully turns into more referrals. Referrals really are worth more than money. Referrals say we’re doing our utmost to serve our customers.

How Peak Spells S-U-C-C-E-S-S
Long-term achievers know success never comes from a handful of magic beans. Giants in the financial industry come from steady, ethical growth and a reputation sustained by first-rate customer service. Peak Capital advisors understand the importance of those qualities when it comes to keeping a steady eye on client assets.

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Houston:
10101 SW Freeway | Suite 400 | Houston, Texas 77074
Office: 713.219.1413 | 866.409.0885
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New Jersey:
160 Chubb Ave | Suite 104 | Lyndhurst, New Jersey 07071
Office: 201.355.1795 | 800.617.0431
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Securities offered through LPL Financial: Member FINRA/SIPC

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"It underscores just how critical personal referrals are to a company like ours. No matter how big we get, we know we have to work overtime every day to earn a client's respect, which hopefully turns into more referrals. Referrals really are worth more than money. Referrals say we're doing our utmost to serve our customers."