# Peak Planning Group

Peak Planning Group is a Bank / Wealth / Trust based in Centennial, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Centennial, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** peakplan.com
- **LinkedIn:** https://www.linkedin.com/company/peak-planning-group-llc

## Regulatory record

- **CRD number:** 289891
- **SEC file number:** 801-111771
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289891

## About

Peak Planning Group was formed in Denver in 1990 as a registered investment advisor. The firm later absorbed a Raleigh-based advisory practice founded in 1974, extending its multi-decade operating history across two distinct geographic bookends. The firm's client base spans individuals, high-net-worth families, trusts, and estates, with a stated emphasis on intergenerational continuity. The firm combines discretionary portfolio management with insurance planning and broad-based financial advice. Rather than disaggregating these functions across separate providers, Peak Planning Group integrates them into a single client mandate — a structure designed to align investment decisions with estate and insurance needs concurrently. The Denver and Raleigh offices service a national client base, though the firm does not publicly list specific assets under management or representative client portfolios. Since the Raleigh affiliation, Peak Planning Group has reinforced its presence in the Carolinas alongside its Rocky Mountain core. The firm has not disclosed a partnership structure, a CIO, or any sub-advisory relationships. Recent regulatory or operational developments are not publicly reported, and the last verifiable operational milestone is the Raleigh office integration itself (disclosed on the firm's own website). Peak Planning Group's structural differentiator lies in combining a multi-family service orientation with the compactness of a single-office legacy. There is no private fund vehicle, no co-investment club, and no disclosed institutional capital — just an RIA wrapper that treats investment management, insurance, and financial planning as a single, private-ledger service for individual families.

## Offices

- Raleigh, NC

## Questions

### How does Peak Planning Group integrate insurance with investment management?

Peak Planning Group structures itself as a single-service RIA where portfolio management and insurance planning operate within the same client engagement. The firm's own materials describe treating insurance as a core component of long-term financial planning rather than as a separate product line, with the goal of aligning risk mitigation and asset allocation inside a unified plan.

### Does Peak Planning Group serve institutional investors or only private clients?

Public-facing materials identify the client base solely as individuals, high-net-worth individuals, families, trusts, and estates. There is no mention of institutional capital, pension mandates, or endowment relationships.

### Who manages the investment portfolios at Peak Planning Group?

The firm does not publicly name a chief investment officer or investment committee. As of the latest available information, no individual portfolio manager or investment lead is disclosed on its website or in publicly available regulatory summaries.

## Related profiles

- [Peak Opportunity Partners](https://altss.com/profile/peak-opportunity-partners)
- [Peak Pride](https://altss.com/profile/peak-pride)

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Last updated: 2026-06-03T20:00:00.000Z

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