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Peak Wealth Management, LLC
- Financial Services
- Plymouth, MI
About this business
Location details
41011 Ann Arbor Rd, Plymouth, MI, 48170, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Everyone is very knowledgable and I love the team approach they implement! Highly recommend Peak Wealth Management!!
Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them. March 2026 Update: Reporting back after concluding my fixed price financial planning contract with Peak Wealth Mgmt. Would definitely recommend Pea... read more
Best financial advice I've ever gotten. I'm 44yrs old, was a mechanical engineer for 15yrs, started 4 businesses and sold 1, but planning the 2nd half of life brought some stress as I was trying to take some chips off the table and enjoy time with my daughter more but still make sure the future was solid. I've been through a few different slimeball investment people thru the years (inaccurate / incorrect advice, hand waving, wild hidden fees, promising and just that general ick feeling) and it was a breath of fresh air worki... read more
Making the move to Peak Wealth Management LLC from another financial planner has been one of the best decisions I’ve made in a long time. From the very first conversation with Preston, the transition was handled with exceptional care, clarity, and professionalism. What could have been a stressful process instead felt smooth, empowering, and surprisingly uplifting. Peak Wealth Management LLC brought an immediate sense of confidence and direction. Everything was explained clearly, my goals were truly listened to, and I finally... read more
So far, we are very happy with the service and information provided by Nick Hopwood and his staff at Peak Wealth Management. We are looking forward to obtaining our goals with a complete picture of our financial future. Their professional guidance in building wealth and managing funds have already assisted us in making changes that have been to our benefit.
Frequently asked questions about Peak Wealth Management, LLC
How is Peak Wealth Management, LLC rated?
Peak Wealth Management, LLC has a 5 star rating with 164 reviews.
When is Peak Wealth Management, LLC open?
Peak Wealth Management, LLC is open now. It will close at 5:00 p.m.
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