Specialties
Peak Capital Management is a registered investment advisor based in Stuart, Florida. 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.
History
Established in 1989.
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.
Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Michael specializes in conservative strategies that are likely to provide a steady and reliable return.
Meet the Business Owner: Michael B.
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.
