Peak Wealth Prospects - How to Prepare for Your First Meeting

Welcome to Peak

Thank you for your consideration! We look forward to meeting and understanding your goals and getting to know you! Our goal when we meet is to determine if there is a fit between what you are looking for and the services we provide. In order to make the most efficient use of our time, please use the resources below to help prepare.

THE PEAK DIFFERENCE

Step 1: Prospective Clients - Be sure to complete our Confidential Client Profile via this web form before we meet. If you prefer a pdf, please use this worksheet and send supporting documents prior to our first meeting.

Step 2: If you have not scheduled your meeting yet, please click here.

Step 3: If you have not taken the Risk Profile questionnaire, please click here.

Step 4: Below you find a video and 2 minute podcast episode - check it out!

Peak Wealth Management, LLC — Client Relationship Summary

Prior to your first appointment with Peak Wealth, review our Client Relationship Summary. You'll learn the answers to the following questions & more:

What investment services and advice can you provide me?
What fees will I pay?
What are your legal obligations to me when acting as my investment advisor?