ABOUT SKY PEAK FINANCIAL
As a firm, Sky Peak Financial is a bit of a hybrid: up front, we offer our clients a truly personalized feel, but with the backing of one of this country’s most admired fortune 100 companies. This allows us to deliver a highly personalized level of service combined with a true war chest of resources. At Sky Peak Financial we cater to successful individuals and their families as well as businesses and organizations.
Our owner, Jeremy Lindquist, has more than 24+ years of experience in finance. As he was working and building his practice he was introduced to Commonwealth Financial Group out of Boston, Ma. Commonwealth Financial Group has been instrumental in working with Jeremy and his company to introduce a process that is able to reach a significantly underserved segment of the market: The business owner market. Jeremy’s goal has been to create a firm where today’s business owner can sit across the table from an advisor who truly understands, from a holistic viewpoint, all of the nuances that come with working towards financial independence while trying to run a business. Sky Peak Financial has embraced that goal and put it into practice.
- Advanced Case Design Team
- Advanced Business Planning Team
- Business Valuation Team *
- Access to Trust & Estate Planning Department
- Risk Management Product Specialists
- Investment Specialists
- Retirement Plan Specialists
- Group Benefits Department
* Used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how it relates to their financial strategy. It is not intended for tax or potential selling purposes.