Fiduciary Certified Financial Planner Brett Polzin

Focused Financial Planning for Families Seeking Clarity and Confidence in Every Decision

Investment Advisor Castle Lone Tree Colorado

Eight Peaks Wealth Management (EPWM) is a fee-only financial planning practice based in Parker, Colorado.

Eight Peaks Wealth Offers Financial Planning, Tax Planning, and Investment Management for:

Educators

Military Veterans

First-Responders

Health Care Professionals

Small Business Owners

Eight Peaks Wealth Management serves affluent families and professionals throughout the Denver Metropolitan Area. Including: Castle Rock, Castle Pines, Lone Tree, Highlands Ranch, Centennial, Greenwood Village and Elizabeth

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Local Fiduciary Financial Advisor Aurora, CO

720-481-9300

Wealth Management Highlands Ranch

PO Box 963
Parker, CO 80134

Franktown Fiduciary Financial Advisor

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Eight Peaks Wealth Management (“EPWM”) is a registered investment advisor offering advisory services in the State[s] of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

 The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Eight Peaks Wealth Management disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

EPWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall EPWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if EPWM or an EPWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.