D. Michael Burleigh- Financial Advisor Stuart, FL

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About D. Michael Burleigh

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.

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General Information

Firm Start Year

1993

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1883038/paladinregistry-Peak-Capital-Management-detailed-disclosure.html

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D. Michael Burleigh

Peak Capital Management