Carey D. Sullivan, Co-Founder & CIO, The Five Peaks Capital Group

Carey D. Sullivan, Co-Founder & CIO, The Five Peaks Capital Group Five Peaks Capital Group LLC specializes in Holistic Financial Planning. These testimonials are no guarantee of future performance or success.

Carey Sullivan and Derek Moore offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact them to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering i

nvestment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Carey Sullivan and Derek Moore are also licensed as Agents with New York Life Insurance Company and a Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.


730 17th St #800
Denver, Colorado 80202
(720) 524-3399

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. They are not licensed in all jurisdictions. Carey Sullivan's California Insurance license number is 0I59915. Derek Moore's California Insurance license number is 0H49860. Neither The Five Peaks Capital Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Five Peaks Capital Group LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Several methods can help you calculate how much life insurance you need to financially support loved ones
09/01/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decisi...
08/28/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.

Unpack the Semiquincentennial sticker shock by comparing the modern economy to the simple days of Casey Kasem countdowns...
08/26/2026

Unpack the Semiquincentennial sticker shock by comparing the modern economy to the simple days of Casey Kasem countdowns and affordable living in 1976.

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid...
08/24/2026

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, i...
08/20/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Calling inflation an “unfair burden,” Federal Reserve Chairman Kevin Warsh on Tuesday reiterated his call for “regime ch...
08/18/2026

Calling inflation an “unfair burden,” Federal Reserve Chairman Kevin Warsh on Tuesday reiterated his call for “regime change” at the central bank.

Warsh pledged Tuesday to "get monetary policy right" and defeat the inflation that has bedeviled the central bank for the past five years.

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.
08/14/2026

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.

08/12/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th. This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Mark your calendar, download an agenda, and watch for registration info coming soon!

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/10/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/06/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

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730 17th Street
Denver, CO
80202

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