Peak Wealth Management, LLC
41011 Ann Arbor Road, Plymouth, MI 48170
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Peak Wealth Management, LLC is a finance institution located at 41011 Ann Arbor Road in Plymouth, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Peak Wealth Management, LLC is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
Reviews
"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."
"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."
"Visited the Peak Wealth Management for an annual checkup. Nick and Preston made me comfortable, explained everything clearly and answered all my questions. They have done great things with my investments and I have full confidence that they have my best interest in mind."
"Peak Wealth’s Jim Pilat and Preston Gee are always a pleasure to work with. They listened to my goals, devised a plan to achieve them and have provided me confidence on my financial well-being. Thank you Peak Wealth! Highly recommend these financial advisors."
"Nick and Team are amazing and know their stuff! They have been able to advise us on personal finance as well as our business and on real estate investments. We first started with Nick in our 20s (we are in our 50s now) and have watched him grow and build an amazing business based on trust, knowledge and EXPERIENCE! He is a wealth of information and we truly appreciate the growth models he has developed for us as we head into our retirement years!! YOU NEED NICK!! Call him today…you will not regret it!"
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