Dakota
Dakota
Book a Demo
Talk to an Expert

Sunlight Peaks

EST. AUM
$43,380,932

CONTACTS
1

CLIENT ACCOUNTS
13

Firm Details

Metro area Denver
CRD Number 315251
Website sunlightpeaks.com
Client types

Overview

Sunlight Peaks is a financial services firm dedicated to assisting high-net-worth individuals and their families in managing and enhancing their wealth. The company emphasizes a holistic approach to financial planning, integrating investment optimization, tax planning, risk mitigation, and estate planning to align with clients' personal values and aspirations. Sunlight Peaks boasts an interdisciplinary team of Certified Financial Planners, Chartered Financial Consultants, and Certified Public Accountants, all committed to fostering trust and transparency in client relationships. By prioritizing understanding and engagement, the firm aims to craft tailored financial strategies that reflect clients' unique circumstances and help them achieve their long-term objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy