Brett Polzin, CFP®, EA
Tax-Smart Wealth Strategist for Successful Professionals & Entrepreneurs
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Serving Clients Nationwide
Tax-Smart Wealth Strategist for Successful Professionals & Entrepreneurs
Areas of Focus
- Cash Flow
- Education Funding
- Estate Planning
- Insurance
- Investment Management
- Retirement Income Planning
- Social Security Optimization
- Tax-Efficient Planning
About Brett Polzin, CFP®, EA
Hi, I'm Brett Polzin, Founder of Eight Peaks Wealth Management, a fee-only financial planning practice based in Parker, Colorado.I founded Eight Peaks Wealth Management to bridge the gap between tax advice and managing investments. As a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent, I bring deep expertise across many facets of wealth management.
My knowledge spans budgeting, cash flow management, savings strategies, investment management, insurance solutions, tax optimization, estate planning, education planning, debt management, employee benefits, corporate structure, and retirement planning. After honorably serving in the U.S. Air Force, I transitioned into financial services in 2013 and have since dedicated my career to helping families, retirees, and small business owners make smarter financial decisions.
I am passionate about giving back to the community and am an active member of the Rotary Club of Parker, the American Legion, and the Parker Chamber of Commerce. Previously, I served as a registration director for Special Olympics Oklahoma, supporting events held at Vance Air Force Base.
I live in Parker, Colorado with my wife Sarah—a Principal in the Cherry Creek School District—our three children, and our Miniature Australian Shepherd, Sam. My family stays active in local youth sports.
In my free time, I enjoy golfing, attending local music and sporting events, coaching youth sports, volunteering, traveling, and talking Green Bay Packers football whenever I get the chance.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
Fee Only Network
- National Association of Enrolled Agents (NAEA)
- National Association of Personal Financial Advisors
- National Association of Tax Professionals (NATP)
- XY Planning Network
- National Association of Enrolled Agents (NAEA)
Primary Location
10233 S Parker Rd suite 300, Parker, CO 80134, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and answer a few focused questions so we can prepare for a productive conversation. After submitting the form, you’ll be redirected to schedule your meeting directly on my calendar. We’ll discuss your situation, explore priorities, and determine whether ongoing planning makes sense — no pressure, no sales pitch. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Eight Peaks Wealth Management
Welcome to Eight Peaks Wealth Management — your trusted partner in retirement and coordinated family office-like services.Our clients are successful professionals and high-net-worth families who value integrity, experience, and generational loyalty.
We specialize in tax-efficient retirement strategies designed to grow and protect your legacy. Our LEGACYSCULPT® Framework integrates investment management, tax planning, and estate planning to help reduce tax burdens and enhance long-term financial outcomes. With personalized service and strategic insight, we simplify financial complexity and empower you to move forward with clarity and confidence.
Our mission is to elevate your financial life through tax-smart strategies that help you enjoy a fulfilling retirement and leave a legacy aligned with what you value most.
Who We Serve
We serve families throughout Colorado and beyond, with a particular focus on military veterans, educators, health care professionals, and small business owners, as well as high-net-worth families. We especially enjoy working with people who feel they've been neglected by larger investment firms and want a more personal, tax-aware relationship.
Our Services
Our integrated approach connects tax strategy, financial planning, and investment management so that each part of your financial life works together. This includes retirement and Social Security planning, investment management, estate planning, education planning, cash flow and debt management, employee benefits guidance, and coordinated tax preparation through Polzin Integrated Tax.
Why Work With Us
As a fee-only, fiduciary firm, we do not accept commissions or third-party compensation, so our guidance is not influenced by outside incentives. We are able to serve clients virtually nationwide while also accommodating in-person meetings for those who prefer a local relationship.
Investment advisory services are offered through Zinrett Financial Services, LLC, doing business as Eight Peaks Wealth Management, LLC, a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempt.
Education
Northwestern Oklahoma State University, Bachelor of Business Administration (B.B.A.), Business Administration | Fox Valley Technical College, Associate of Science (A.S.), Computer Information Systems
Hobbies and Interests
- Family
- Football
- Golf
- Music
- Sports
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dentists
- Educators
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Military
- Physicians
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