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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

This is what we do.
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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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John R. Judd, AIF®

Financial Advisor / Partner

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John R. Judd, AIF®

Email: john@peakadvisoryco.com

 

John grew up in Austin, MN, “famously” known as Spamtown USA.  He attended Minnesota State University, Mankato in Mankato, MN.  He lived in California for a short while before he moved to Denver in 2014.  John lives in Lakewood and enjoys traveling, spending time at the lake or on the beach, and is an avid baseball fan.  John volunteers with the AARP Foundation through the IRS' Volunteer Income Tax Assistance and Tax Counseling for the Elderly programs, to provide free tax preparation services in the Denver metro area to elderly and/or low income taxpayers and their families.

Bio
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Jared Price

Financial Advisor / Partner

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Jared Price

Email: jared@peakadvisoryco.com

 

Jared is a lifelong resident of Lakewood, CO.  He attended Colorado State University and graduated with a Bachelor of Science in Investment Finance and Real Estate.  In addition to being a financial advisor, Jared is a licensed real estate agent in the state of Colorado. 

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Peak Advisory Group LLC

Phone: 303.653.9201

info@peakadvisoryco.com

225 Union Blvd Ste 150, Lakewood, CO 80228

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Investment advisory services offered through AdvisorNet Wealth Management (AWM). Peak Advisory Group LLC and AWM are not affiliated. 

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