Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

General Info

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.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 772-334-9592

Fax - 772-334-3856

Address:

953 NE Jensen Beach Blvd Jensen Beach, FL 34957

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Categories

Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Retirement Planning Services

Services / Products

financial advisor, investment advisor, wealth management, estate planning, retirement planning, annuities, financial planner, securities, insurance, life insurance, IRA planning, 401 k planning, roll overs, annuities, 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

Brands

Annuities, Financial Advisor, Financial Planner, IRA Planning, Investment Advisor, Life Insurance, Mutual Funds, Retirement Planning, Securities, Wealth Management

Location

Midway between US 1 and Tin River Drive on Jensen Beach Blvd.

Amenities

Michael is a hands on advisor, who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals, who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement.

Associations

D. Michael Burleigh: Registered Investment Advisor