Peak Trust Company provides a full range of fiduciary services that include proper distribution of assets after passing but concentrate on trustee, personal representative investment-management and custodial services.
Even though we provide a complete range of customized wealth-management services, we understand that not every client is going to utilize each service that we offer. We have conscientiously structured our company so that we are able to provide a range of services or a specific service that may be desired. We also recognize that clients may have a trusted financial advisor, legal advisor and tax advisors with whom they have built relationships and want to continue them. We understand the importance of maintaining these relationships and want to be able to add value to these relationships. Therefore, we are able to work with a broad range of advisors.
Our services are listed below. Please follow the links for more information regarding a particular service.