Broker Check

Prospective Clients

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 best use of our time, please  use the resources below to help prepare.

Prior to your initial meeting with us, please click below for our introductory podcast and video, and click here for a complimentary risk analysis. 

We also have our Peak Client Information Formwhich can assist you in gathering the information we will need. 

Click Here to Listen to the audio podcast or click the below to watch the video version. 

http://peakwm.com/podcast/peakpodcastbeforeyourmeeting.mp3