EIGHT PEAKS Wealth Management

11/28/2024

Happy Thanksgiving!

11/11/2024

Happy Veteran's Day!

I'm honored to have served with so many great men and women!

05/26/2024

We are at the Dads of Parker Car Show at Audi Service Parker. A lot of awesome cars and beautiful weather! Stop by and say hello.

04/05/2024

Check out the second installment of FX3 from our financial education site Inspiring Smarter Wealth as they discuss a simple way to calculate approximately how many years it will take your money to double based on a rate of return. It also works to understand the approximate rate that you would need to achieve for your money to double in a certain time period.

04/05/2024

This is a helpful reminder of ways to keep your money safe not only around tax time, but also throughout your life. Understanding how technology works and how to keep your information safe plays a crucial role in protecting yourself online.

Call now to connect with business.

03/15/2024

Check out the first installment of Financial Foundations Friday (FX3) from our financial education site and blog Inspiring Smarter Wealth. Our new series is designed to lay the groundwork for understanding key personal finance concepts. Join us on this journey towards smarter wealth management.

03/13/2024

A lot of people get stuck when it comes to financial goal planning. Here is a helpful list of goals that can help you get on track in 2024. As always, we are here to help you make sense of life's hurdles!

03/11/2024

A common question we get this time of year is "can I make a "DEDUCTIBLE" IRA contribution to help lower my tax bill?" With the help of we created this flowchart that you might find helpful.

01/07/2024

🌟 Tax season is approaching, and it's the perfect time to strategize! At Eight Peaks Wealth Management we don't just prepare you for your 2023 tax filing; we set the stage for your long-term financial success. Often overlooked, smart tax planning is a crucial part of your financial plan and can save you thousands over your lifetime. Let's make your financial future brighter together! 💼📈

11/27/2023

With the end of 2023 right around the corner, it's a great time to discuss tax-loss harvesting. Check out our latest blog about what it is and how it could possibly help reduce taxes.

As the year draws to a close, savvy investors turn their attention to a crucial strategy: tax loss harvesting. This financial maneuver, when executed correctly, can help in reducing tax liabilities and optimizing investment portfolios