Four Peaks Wealth and Accounting
Intelligent planning for you, your family, your Future
Intelligent planning incorporates both accounting and investment decisions. Making those decisions requires knowledge, experience, and commitment. As one of the leading accounting and investment firms in Flagstaff, Sedona, and the Verde Valley, Four Peaks Wealth and Accounting brings this experience to your door.
Four Peaks Wealth and Accounting is an independent, employee-owned accounting and investment management firm dedicated to providing you with professional financial solutions. From individuals to partnerships and corporations, non-profit organizations to estates, you can call on your team for all your accounting, investment, tax, consulting, and planning needs.
Roseanne Roseannadanna, a recurring character on Saturday Night Live was fond of saying: “If it ain’t one thing, it’s another.” That couldn’t be truer about investing. Investopedia defines a “wall of worry” as the financial markets’ periodic tendency to surmount a host of negative factors [...]
Let's take a look. While the composition of investments in your portfolio is important in terms of their returns, investing in a tax-efficient manner can generate income in your pocket as well. TD Ameritrade in their Five Strategies for Tax-Efficient Investing lays out the implications: [...]
An October 9, 2016 article in The Wall Street Journal discussed the importance of financial advisor credentials and concluded that what those credentials are matters even more than simply having them. Four Peaks Wealth Management (FPWM) agrees, and we have put together a carefully-crafted team [...]
Tax-related identity theft normally occurs when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund. Many people first find out about it when they do their taxes. The IRS is working hard to stop identity theft with a [...]
Let Four Peaks Wealth and Accounting help you find effective accounting and bookkeeping solutions. We provide a variety of accounting services to fit any personal or business need in Sedona, Flagstaff, and Cottonwood, Arizona.
Learn how one hundred years of investment experience can help you achieve your financial goals. We can help you build an intelligent, diversified portfolio that provides strong growth while strategically managing risks. CONTACT US today.
More About Four Peaks Wealth and Accounting
Four Peaks Wealth Management’s merger with Sterling Financial Services provides you with comprehensive financial solutions in one stop – accounting, investments, and insurance with Four Peaks Wealth and Accounting.