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Peak Planning Group, LLC
Peak Planning Group, LLC
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Who We Serve
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Meet Our Team
Events
Client Access
Schwab Access
Raymond James Access
Contact Us
Peak Planning Group, LLC
Peak Planning Group, LLC
Home
Who We Serve
Services
Meet Our Team
Events
Client Access
Schwab Access
Raymond James Access
Contact Us
Home
Who We Serve
Services
Meet Our Team
Events
Folder: Client Access
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Schwab Access
Raymond James Access
Contact Us
In April 2024, Peak acquired Resource Management Associates of Raleigh, North Carolina. This 50 year old firm was founded by Gene Langley and was successfully managed by Susanna Robinson for over two decades. View fullsize

In April 2024, Peak acquired Resource Management Associates of Raleigh, North Carolina. This 50 year old firm was founded by Gene Langley and was successfully managed by Susanna Robinson for over two decades.

The former Peak Planning Group HQ, fondly refereed to as 'The Estate,' was the home to many memorable events and client gatherings. View fullsize

The former Peak Planning Group HQ, fondly refereed to as 'The Estate,' was the home to many memorable events and client gatherings.

PJ & Spencer climbed Mt. Bierstadt, a popular Colorado 14’er, for a charity called ‘Climbing for Kids’, which benefits kids and families who have much larger challenges to overcome
in the areas of autism and pediatric mental health through Denver's C View fullsize

PJ & Spencer climbed Mt. Bierstadt, a popular Colorado 14’er, for a charity called ‘Climbing for Kids’, which benefits kids and families who have much larger challenges to overcome in the areas of autism and pediatric mental health through Denver's Children's Hospital. PJ is on the board, and has participated on this climb for almost 20 years!

On Mt. Bierstadt's 14,065 foot summit with clients, family, and friends! View fullsize

On Mt. Bierstadt's 14,065 foot summit with clients, family, and friends!

'Climbing for Kids' after party sponsored by Peak Planning Group at the former Denver Peak headquarters. View fullsize

'Climbing for Kids' after party sponsored by Peak Planning Group at the former Denver Peak headquarters.

A favorite client appreciation party that  celebrates the beginning of the holiday season - 'Come on by, say hi, & grab a pie!' View fullsize

A favorite client appreciation party that celebrates the beginning of the holiday season - 'Come on by, say hi, & grab a pie!'

Clients and friends helped us contribute to Schomp's Polo Charity Classic where we celebrated and supported the Denver's Children Foundation. View fullsize

Clients and friends helped us contribute to Schomp's Polo Charity Classic where we celebrated and supported the Denver's Children Foundation.

We love a fun opportunity to gather clients and friends, especially since the theaters were finally open after COVID. Peak Planning Group rented a theater to watch the opening day of the TOP GUN movie, snacks included! View fullsize

We love a fun opportunity to gather clients and friends, especially since the theaters were finally open after COVID. Peak Planning Group rented a theater to watch the opening day of the TOP GUN movie, snacks included!

Peak treated clients and friends to the  'Meow Wolf' art installation which was very interesting! We began the evening at a favorite Denver restaurant and followed it with the exhibit. 
View fullsize

Peak treated clients and friends to the 'Meow Wolf' art installation which was very interesting! We began the evening at a favorite Denver restaurant and followed it with the exhibit.

We were happy to resume Peak Planning Group holiday dinner and gathering at Maggionos. It's a great way to connect during the busy holidays. View fullsize

We were happy to resume Peak Planning Group holiday dinner and gathering at Maggionos. It's a great way to connect during the busy holidays.

Advisor David Hall and his team in Hilo, Hawaii, joined Peak Planning Group in 2017. View fullsize

Advisor David Hall and his team in Hilo, Hawaii, joined Peak Planning Group in 2017.

In April 2024, Peak acquired Resource Management Associates of Raleigh, North Carolina. This 50 year old firm was founded by Gene Langley and was successfully managed by Susanna Robinson for over two decades.
The former Peak Planning Group HQ, fondly refereed to as 'The Estate,' was the home to many memorable events and client gatherings.
PJ & Spencer climbed Mt. Bierstadt, a popular Colorado 14’er, for a charity called ‘Climbing for Kids’, which benefits kids and families who have much larger challenges to overcome
in the areas of autism and pediatric mental health through Denver's C
On Mt. Bierstadt's 14,065 foot summit with clients, family, and friends!
'Climbing for Kids' after party sponsored by Peak Planning Group at the former Denver Peak headquarters.
A favorite client appreciation party that  celebrates the beginning of the holiday season - 'Come on by, say hi, & grab a pie!'
Clients and friends helped us contribute to Schomp's Polo Charity Classic where we celebrated and supported the Denver's Children Foundation.
We love a fun opportunity to gather clients and friends, especially since the theaters were finally open after COVID. Peak Planning Group rented a theater to watch the opening day of the TOP GUN movie, snacks included!
Peak treated clients and friends to the  'Meow Wolf' art installation which was very interesting! We began the evening at a favorite Denver restaurant and followed it with the exhibit.
We were happy to resume Peak Planning Group holiday dinner and gathering at Maggionos. It's a great way to connect during the busy holidays.
Advisor David Hall and his team in Hilo, Hawaii, joined Peak Planning Group in 2017.

Denver, CO

5975 S. Quebec Street

Suite 310

Centennial, CO 80111

Phone: 303-991-0056

Toll Free: 888-991-0056

Fax: 303-991-0058

Raleigh, NC

210 W Millbrook Rd

Raleigh, NC 27609

Phone: 919-841-9642

Toll Free: 888-991-0056

Fax: 303-991-0058

Asheville, NC

1 Page Ave, Suite 208-204

Asheville, NC 28801

Phone: 303-991-0056

Toll Free: 888-991-0056

Fax: 303-991-0058

Hilo, HI

1036 Kilauea Ave

Hilo, Hawaii 96720

Phone: 808-935-3388

Toll Free: 888-991-0056

Fax: 303-991-0058

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