About Us
Trust, Transparency, and Experience
Capitol Peak Financial provides comprehensive financial planning—focusing on investment, retirement, and investment-related tax planning—for individuals, families, small businesses, and retirees.
We build lasting relationships by understanding what matters most to you, both personally and financially, and creating tailored, tax-managed, low-cost strategies. Our goal is to design portfolios that align with your objectives and risk tolerance, providing ongoing guidance to help you achieve long-term success.
Meet Our Founder
Frederick Surganty, Fiduciary Financial Advisor and Owner of Capitol Peak Financial
Throughout my life, my professional calling has been to serve and care for others. From my youthful aspiration to become a firefighter to my early careers in real estate finance and financial services, my focus has been on serving as a trusted fiduciary, guiding and assisting individuals in achieving their financial objectives.
After dedicating a decade in financial services as a wholesaler, assisting advisors in finding solutions for their clients’ needs, I spent another decade advising clients directly. This experience ignited my passion to establish my own company, where I dedicate myself to genuinely understanding my clients’ aspirations and providing customized solutions tailored to their families.
My areas of focus lie in investment planning and financial planning. I derive great satisfaction from collaborating closely with clients to design portfolios that align with their objectives and risk tolerance. My approach emphasizes tax-managed and cost-effective strategies to empower clients to retain a greater portion of their financial resources.
My mission is to comprehensively understand each individual’s unique circumstances and provide tailored strategies to assist them in attaining their financial and retirement objectives.
There is nothing more gratifying than witnessing clients achieve goals that once seemed unattainable—early retirement, dream vacations, or funding their children’s education—while simultaneously instilling in them confidence, control, and a sense of tranquility through thoughtful planning.
I am a proud Colorado native who calls Lakewood home with my lovely wife, Stefanie, and our two amazing daughters, Bella and Amber. Family time is my absolute passion, and we love to spend it skiing, hiking, going on river trips, mountain biking, and cuddling with our furry friends. But the best part of our lives is exploring the world together and creating unforgettable memories.
