Peak Capital Management
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Business description
We are a registered investment advising company offering the services of financial advisor, investment advisor, and financial planner.
Burleigh & Associates, Inc. dba Peak Capital Management is a registered investment advisor based in Jensen Beach, Florida. We were organized as a corporation under the laws of the State of Florida in 1993. We have been providing investment advisory services since 2007. D. Michael Burleigh, President/Owner started his career in the financial services industry in 1986. We focus our services on the educational process, which involves identifying your objectives, helping you understand your options and the associated risks, building your asset allocation and optimizing your investments, among other things. We strive to provide meaningful and balanced information. Specifically, we offer our clients a wide range of investment advisory services, including financial planning and consulting.
General information
- Business Services Financial Investment Advice Certified Financial Planners
Estimated number of employees: | 2 to 4 | |
City / suburb: | Jensen Beach, FL | |
County: | Martin |
investment advisor - finding services, investment management, pension plans, tax services, tax services, income planning, exchange traded funds, roll overs, 401 k planning, insurance, mutual funds, mutual funds, wealth management, securities, annuity services, annuities, life insurance, ira planning, retirement planning services, financial planner, financial advisor, retirement planning service
Financial Advisor, Investment Advisor, Financial Planner, Retirement Planning, IRA Planning.
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