Client Center

Before your next meeting, we need your help. We want to make sure you've taken the RISK QUIZ. We've also created our Meeting Prep Checklist, which will assist you in gather the required information to have a great meeting. It is extremely important to bring this information with you to the meeting (or send it to us in advance of the meeting. If you need to upload documents to us securely, CLICK HERE. 

STEP ONE: Take the Risk Quiz. CLICK HERE

STEP TWO: Print the checklist and gather important info. CLICK HERE

STEP THREE: Upload Last Year's Tax Return. CLICK HERE.


TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Peak Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.