Peak Capital Management

772-334-9592
953 NE Jensen Beach Blvd.
Jensen Beach, FL 34957

Fax: (772) 334-3856
No photo available for this business

Business Information

Financial Advisor, Investment Advisor, Financial Planner, Retirement Planning, IRA Planning, Life Insurance, Annuities, Securities, Wealth Management, Mutual Funds
Financial Planning
financial advisor, investment advisor, wealth management, estate planning, retirement planning, annuities, financial planner, securities, insurance, life insurance, IRA planning, 401 k planning, roll overs
mutual funds, exchange traded funds, jensen beach, stuart, martin county, fee for service financial advisor, income planning, taxes, registered financial advisor, certified financial advisor, registered investment advisor, independent financial advisors
1989
D. Michael Burleigh: Registered Investment Advisor
MONDAY:9:00AM-5:00PM
TUESDAY:9:00AM-5:00PM
WEDNESDAY:9:00AM-5:00PM
THURSDAY:9:00AM-5:00PM
FRIDAY:9:00AM-5:00PM

Business Description

Burleigh & Associates, Inc. dba Peak Capital Management is a registered investment advisor based in Jensen Beach, Florida. We were organized as a corporation under the laws of the State of Florida in 1993. We have been providing investment advisory services since 2007. D. Michael Burleigh, President/Owner started his career in the financial services industry in 1986. We focus our services on the educational process, which involves identifying your objectives, helping you understand your options and the associated risks, building your asset allocation and optimizing your investments, among other things. We strive to provide meaningful and balanced information. Specifically, we offer our clients a wide range of investment advisory services, including financial planning and consulting, discretionary asset management, and selection of third party advisers. Our integrated suite of services may be offered to clients on an all-inclusive or, individual basis. We offer financial planning and investment consulting services tailored to meet your needs and financial objectives. Based on your stated needs, we will give you advice on your financial concerns, including, but not limited to: investments, taxes, insurance, retirement and estate planning.

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