Peak Wealth Management
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
41011 Ann Arbor Rd E, Plymouth, Michigan...Phone Number
(734) 681-7575Website
www.peakwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Peak Wealth Management
Peak Wealth Management is a team of Certified Financial Planners based in Plymouth, MI, dedicated to providing education and guidance to help clients make informed financial decisions. Since 1999, they have focused on retirement planning, investment management, and optimizing Social Security benefits for individuals, particularly teachers, university, and hospital employees. Their services are designed to simplify complex financial concepts and offer personalized attention akin to a boutique firm. The company aims to inspire clients to retire with confidence through a structured planning process and transparent fee structures.Explore more
Peak Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Peak Wealth Management
<$5M
1-10
Private
-
2014
NH
Nicholas HopwoodPresident & Certified Financial Planner
Company Profile Activity
Activity Insights
Peak Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Peak Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peak Wealth Management.
Peak Wealth Management Tech Stack
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Peak Wealth Management is a team of Certified Financial Planners based in Plymouth, MI, dedicated to providing education and guidance to help clients make informed financial decisions. Since 1999, they have focused on retirement planning, investment management, and optimizing Social Security benefits for individuals, particularly teachers, universi... Read More
