Liquidity Without Liquidation

Liquidity Without Liquidation

| April 11, 2018

We are pleased to announce our Partnership with TriState Capital

We can now offer clients a securities-backed line of credit

Just like a Home Equity Line of Credit (HELOC) for your house, this is a securities-backed line of credit from TriState Capital tied to your TD Ameritrade NON-IRA account. It is an ideal solution for your short-term and long-term borrowing needs.
Please contact us to learn more at 734-681-7575 or

Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.