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Jim Peters, CWS®

Jim Peters, CWS®

Financial Consultant

Mr. Peters is a Financial Consultant with Triumph Wealth Management. He is a cum laude graduate of Ohio University with a Bachelor's degree in Business Administration with a focus on Finance. Mr. Peters holds Series 7 and 66 registrations and is licensed to sell life, health, and long-term care insurance.

Mr. Peters and long-time business partner Mr. Ryan Cook built a reputable Financial Services practice while at AXA Advisors, LLC in the North Metro Denver and Boulder Areas. They manage over forty million dollars of wealth for individuals, families, corporations, and nonprofit institutions. Mr. Peters assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and estate planning techniques.


James B. Peters IAR Brochure´╗┐