Advantage Invest LLC

Peak Financial Advisors is a non-traditional investment management firm based in Denver, CO. With over twenty years of experience, their team of Certified Public Accountants and Certified Financial Planners provide unbiased advice and personalized financial planning services to a limited number of individuals and families. They strive to bring organization and clarity to their clients' financial lives, helping them strike a balance between living for today and achieving long-term financial independence. With a simple, transparent, and collaborative approach, Peak Financial Advisors listens to their clients' goals and helps them plan for the future. They specialize in investment management, financial planning, managing major life changes, minimizing taxes, and providing real-time account aggregation. Their team is dedicated to providing the highest level of service and is committed to helping their clients succeed and sleep well at night, regardless of market conditions.Generated from the website

Takumi Capital is a financial services firm based in Fort Collins, CO, specializing in investment management and wealth advisory services. With a focus on personalized strategies and long-term financial planning, Takumi Capital assists clients in achieving their financial goals through a range of investment options and tailored solutions. Generated from their business information

Butler Financial Services Inc., located in Boulder, CO, is a registered investment advisory firm dedicated to addressing the financial needs of families amidst the complexities of wealth management. Their mission is to navigate financial concerns, enabling clients to focus on their personal goals and live life fully. The firm offers comprehensive services including asset protection, investment management, tax planning, and intergenerational wealth transfer. Led by experienced professionals like Mikyo Butler and Deron Swaby, Butler Financial emphasizes a fee-based advisory model to mitigate potential conflicts of interest and provide tailored investment strategies for each client. Generated from the website