Organ Peak is a boutique investment advisory firm committed to securing your financial freedom.

 

We work for you.

Our team has over 20 years of experience working to secure the financial future of both individual investors and municipalities. We work with clients to develop investment strategies designed to mitigate risk and build wealth based on their unique needs and goals, and we take our role as their financial partner very seriously.

  • Investment Management

    Building diversified portfolios based on your personal goals and unique financial situation.

  • Retirement Planning

    Keeping your assets safe and preparing you and your family for your next phase in life.

  • Insurance

    Ensuring your family has the right types and amounts of coverage.

Let’s work together.

Work with an expert Registered Investment Advisor to develop your financial plan. Whether you’re interested in traditional investment accounts, IRAs, 401Ks, or any number of other investment services, our team can help you build and maintain wealth.