D. Michael Burleigh
Peak Capital Management

Tel: (772) 334-9592
953 NE Jensen Beach Blvd
Jensen Beach, FL 34957
Peak Capital Management | Financial Advisor in Jensen Beach ,FL


About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.Seven Step Educational Process Identify lifetime objectives & strategies Understand all your options Determine your risk profile Build your stable allocation model Optimize your investment allocations Identify tax reduction and catastrophic protection strategies Schedule regular periodic reviewsPeak Capital Management would be pleased to steer your course toward a lifetime of financial security.


General Information

Firm Start Year:   1993
No.of Employees:   2-4
States Licensed in:   Florida
Number of Years with Current Firm:   23
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Health , Life

Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Flat Fee , Commissions , Hourly , Based on Assets



Faqs

  • What services do you provide? What are your specialties? Burleigh & Associates, Inc. DBA Peak Capital Management is a registered investment advisor based in Jensen Beach, FL. I specialize in helping those who are in or near retirement, and offer my clients a wide range of advisory services, including financial planning and consulting and asset management.
  • How do you charge for your services? I am fee-based and my fee for asset management services ranges from 1% to 2%, and in some cases is less than 1%, depending on the size and complexity of your account. I am also a separately licensed independent insurance agent. In this capacity I can effect transactions in insurance products for my clients and earn commissions on these activities.
  • Do you provide a free initial consultation? Yes, I provide one-hour complimentary initial consultations by appointment only.
  • Why should I choose you as my financial advisor? One of the most important things for those in or near retirement is having defined goals and strategies that are in alignment with each other. What is important to me is to learn what is important to you. My step-by-step process will help you to identify your objectives, and will enable me to provide you with conservative investment strategies that will help fund a better standard of living.
see more
D. Michael Burleigh

D. Michael Burleigh

Registered Investment Advisor


I follow a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care.
Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

My Team


D. Michael Burleigh

D. Michael Burleigh


President/Advisor

Michael has worked in the financial services industry for 30 years. In that time, he has had the pleasure of serving over 2500 clients, with a special focus on those born before 1966. Michael strives to educate clients on how to invest purposely and profitably by providing conservative options. He is dedicated to helping his clients reap the rewards of a well-planned retirement. Michael has presented over 100 public workshops and seminars to educate the community on a range of personal financ ...more

Erin Lindsay

Erin Lindsay


Office Manager

Prior to joining Peak Capital Management, Erin spent ten years working for Raymond James Financial Services and as an Office Manager and Paralegal for a law firm. She has a talent for working with clients and providing them with superior service. She recently moved to Florida from New Jersey and loves her new home. A lifelong animal lover, she enjoys hiking and nature, museums, and British television.

Richard Pontynen

Richard Pontynen


Tax Services

Although he retired from his firm in 2006, Rich still enjoys helping people with all of their tax preparation needs. Rich has the unique ability of explaining complex tax code in a manner that people can understand. Rich is in charge of our Tax Practice. With 29 years of experience as a partner of a tax firm in Richmond, VA, you can be confident that your tax returns will be handled by a true professional. As a Florida retiree, Rich is not holding back from taking advantage of its wonderful amen ...more

Carty Burleigh

Carty Burleigh


Marketing & Events

Carty really enjoys setting up all of the special events we hold during the year. Carty is responsible for scheduling our special events and assisting with seminar activities. She brings her creative energy and attention to detail in all she endeavors. Carty is truly a part of the Peak Capital Management family. As our Event Coordinator, her years of experience in the hospitality industry make our workshops, meetings, and client events educational and a lot of fun. Carty enjoys staying fit by st ...more

Communities Served

Fort Pierce Hobe Sound
Indiantown Jupiter
Palm City Port Saint Lucie
Stuart Vero Beach
Jensen Beach Port Salerno

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM