Peak Wealth Management, LLC

Ive known Nick Hopwood for 2 years and I am very pleased with the guidance he has provided me. Definitely a 5 star experience.
Mar 13th, 2024

Nick and the team at Peak have been managing our finances for a few years now and we couldn't be happier. We're quickly approaching retirement and sleeping easy at night, knowing that our finances are organized and we have a plan for the future. We definitely appreciate the personalized care we have received as well as the info they put together to help us understand the market and the decision-making process. We couldn't feel better about our decision.
Mar 6th, 2024

Investment and retirement is too important to DIY. Once I switched from Vanguard managed over to Peak, I knew I made the correct choice. Once they presented scenarios and appropriate tactics to deal with them, it became painfully clear you need a human w/ experience to navigate the terrain. Bits and pieces from new papers and media doesn't cut it. Unless you're really committed to learning about money, you can probably do planning solo. You can ask Nick, Jim, and Preston a question like "how will retirement look under various scenarios" and they can tell you with a high degree of confidence what things will look like. That alone is worth it. My sister recommended them. I'm going to try and switch my elderly mother to Peak shortly.
Feb 20th, 2024

Really enjoy working with Nick & Preston @ Peak wealth. Very responsive, very professional, and very detail oriented. Would recommend to anyone.
Feb 12th, 2024

Nick provides sound financial direction based on expert knowledge. The entire staff are professional, courteous and caring.
Dec 4th, 2023