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.
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), Options & Futures, Mutual Funds, 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: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $100,000.00 |
Compensation Methods: | Hourly, Based on Assets, Flat Fee, 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
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
Fort Pierce | Hobe Sound |
Indiantown | Jupiter |
Palm City | Port Saint Lucie |
Stuart | Vero Beach |
Jensen Beach | Port Salerno |