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 reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.
|Firm Start Year:||1993|
|States Licensed in:||Florida|
|Number of Years with Current Firm:||23|
|Advisory Services Provided:||401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities|
|Investment Types:||Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Options & Futures|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Health, Annuity|
|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
|Minimum Portfolio Size for New Managed Accounts:||$100,000.00|
|Compensation Methods:||Hourly, Flat Fee, Based on Assets, Commissions|
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.
D. Michael Burleigh President/Advisor
Erin Lindsay Office Manager
Richard Pontynen Tax Services
Carty Burleigh Marketing & Events
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Fort Pierce||Hobe Sound|
|Palm City||Port Saint Lucie|
|Jensen Beach||Port Salerno|