Disclosures

Firm Disclosure

PeakStone Wealth Management is a fee-based financial planner and registered investment adviser located in Denver, Colorado. PSWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Additional information about PeakStone Wealth Management, LLC and its services may be reviewed in our Form ADV, Part 2. You may contact us at (303) 539-9077 or click here for the current Form ADV, Part 2.

The information and opinions on this site and those provided by third parties, have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell nor shall it be a solicitation for business to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful or which would subject the Firm to any registration requirement under the securities law of such jurisdiction. This information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice designed to meet the specific needs of an individual investor. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice, or other content. All investments involve risk and may lose value. The value of your investment can go up or down depending upon market conditions.

Accreditations & Certification Marks

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

ACCREDITED WEALTH MANAGEMENT ADVISOR℠ and AWMA® are trademarks or federally registered service marks owned by the College for Financial Planning, which it awards to individuals after completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

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To discover if we are a good fit for you, contact us today. We can review your current financial situation and provide a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying. If you choose to become a client, we will help make the transition smooth and seamless.