Burt Peake, Jr. 2018-10-23T13:08:04+00:00

Project Description

Burt Peake, Jr.
Burt Peake, Jr.Wealth Advisor

Burt Peake, Jr.

Burt’s favorite hobby is fly-fishing in the Smoky Mountains. For those of you who also enjoy this pastime, you know the perseverance it requires to be successful. Fly-fishing is known as a “thinking-man’s game,” yet Burt comments it is “very relaxing” for him. He also ties his own flies— an art in itself!

Burt has 30 years of experience in wealth management in Knoxville. He was born and raised in Asheville, North Carolina. He earned his bachelor’s degree from Georgia Southern University and his master’s degree from Western Carolina University. He has four grown children- a daughter and three sons. Watching his kids play sports over the years was very special, and now, he and his wife, Loretta, enjoy watching their success in their chosen fields of work. Faith in God has always been a big part of Burt’s approach to his family life and his work. 

In this industry, Burt understands that every client is unique, as are their needs. He uses his experience, his easy-going manner with people, and the opportunity of addressing the financial challenges that our clients face, to ethically present the best possible solutions for his clients’ needs. Wealth management, much like fly-fishing, requires an accurate combination of many different factors to be successful. It’s building a relationship, not just selling something, that keeps his clients coming back along with their friends and family.

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Burt is a regular contributor to our blog! Read his latest work below.

  • Choosing the appropriate tool. Investment advice TVAMP Knoxville Burt Peake

Choosing The Appropriate Investment Tool

October 24th, 2018|Comments Off on Choosing The Appropriate Investment Tool

"I sat with a gentleman not long ago, who came into the office with some money to invest..."

  • Fired up about diversification by Burt Peake, Jr.

Fired Up About Diversification by Burt Peake, Jr.

August 13th, 2018|Comments Off on Fired Up About Diversification by Burt Peake, Jr.

By diversifying the holdings in a portfolio or owning things that don’t all behave the same way at the same time, it might be possible to pursue market returns on the upside and limit the downside

  • America's Cup Sailboat Races

We Can’t Control The Winds, But We Can Adjust Our Sails -By Burt Peake, Jr., CRC®

December 29th, 2017|Comments Off on We Can’t Control The Winds, But We Can Adjust Our Sails -By Burt Peake, Jr., CRC®

Burt Peake, Jr., CRC® is a Wealth Advisor with 30 years of experience working with Knoxvillians. [...]

  • No Substitute for Professional Advice by Burt Peake, CRC®

No Substitute for Professional Advice by Burt Peake, CRC®

August 15th, 2017|Comments Off on No Substitute for Professional Advice by Burt Peake, CRC®

In just a few days we will have the first full solar eclipse viewable to much of the United States since about 40 years ago. There is no shortage of advice available from the experts as to where to go to view the eclipse...

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