Broker Check
Wealthspring Acquires Denver-Based Firm, Peak Wealth Strategies

Wealthspring Acquires Denver-Based Firm, Peak Wealth Strategies

February 16, 2024

Tax and financial planning firm Wealthspring Financial Partners announced it has acquired Peak Wealth Strategies in Denver, CO.  

Wealthspring Financial Partners bridges the gap between tax advice and wealth management, offering the most comprehensive approach to financial management. Through this acquisition, Wealthspring Financial Partners expands its reach to a national scale.

“Wealthspring and Peak Wealth Strategies share the philosophy that the best financial plans place tax-smart strategies at the forefront,” said Damien Paumi, wealth management advisor at Wealthspring. “By uniting our firms, we will ensure that Peak clients continue to receive top-tier tax advice and wealth management.”

Peak Wealth Strategies was founded by Mary Salas and Douglas Barr, who are both certified public accountants and personal financial specialists. Barr is also a CERTIFIED FINANCIAL PLANNERTM professional. All employees of Peak in the Denver office, located at 7900 E. Union Ave., Suite 1100, will remain on staff as part of Wealthspring Financial Partners. Leading the transition is Diane DeOliveira, president and wealth management advisor at Wealthspring.

"Doug and I began our search for a successor firm several years ago. We attended many Avantax gatherings and became acquainted with a plethora of advisors around the country," said Salas. "We finetuned our target search after each event and eventually found Wealthspring to offer the most robust platform for maintaining and increasing our clients’ experiences. This will drive higher performance expectations for our clients and for our retirement goals as well. We are delighted to become part of the Wealthspring family."

Wealthspring Financial Partners is dedicated to empowering clients and giving them financial confidence through financial education, trusted guidance and a holistic approach to financial planning. This acquisition enables Wealthspring to share tax-intelligent financial planning strategies with clients based in Colorado, expanding its physical footprint beyond the Northeastern region of the US.