Michael follows 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.
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.
Our Seven Step Education Process will:
1. Identify lifetime objectives & strategies
2. Understand all your options
3. Determine your risk profile
4. Build your stable allocation model
5. Optimize your investment allocations
6. Identify tax reduction and catastrophic protection strategies
7. Schedule regular periodic reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.
|Firm Start Year:||1993|
|No. of Employees:||2-4|
|States Licensed in:||Florida|
|Number of Years with Current Firm:||23|
|Advisory Services Provided:||Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management|
|Investment Types:||Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance|
|Can meet clients in the following ways:||Video Conference, Phone, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Health, Annuity|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000.00|
|Compensation Methods:||Commissions, Flat Fee, Based on Assets, Hourly|
How are you compensated? How will I pay 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.
What services do you provide? What are your specialties?
Burleigh & Associates, Inc. DBA Peak Capital Management is a registered investment advisor based in Stuart, 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.
What is your approach to financial planning?
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.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 5:30 PM|
|Tue.||9:00 AM - 5:30 PM|
|Wed.||9:00 AM - 5:30 PM|
|Thu.||9:00 AM - 5:30 PM|
|Fri.||9:00 AM - 2:00 PM|
|Fort Pierce||Hobe Sound|
|Palm City||Port Saint Lucie|
|Jensen Beach, Port Salerno|
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