Client Testimonials

Client Stories

Learn what it's really like working with us.

Your Success Is Our Motivation

Your Success Is Our Motivation

We built our advisory with a single goal in mind: to help those who need it most. Assisting others is not only our calling but what drives us daily to learn more, do more, and be the best in the business. We humbly invite you to explore our clients' stories and hope to discuss your financial goals soon.

Real stories from real people, just like you.

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Martin, Client

Martin, Client

"Peak staff work closely with you keeping your financial goals at the forefront while offering recommendations without trying to push you into making certain decisions. Peak keeps you updated on the current market trends and covers all kinds of topics through their Podcasts. The weekly and monthly financial updates are great to receive. Overall, Peak is top notch and seem to be far above other financial advisors."

Diane N., Client

Diane N., Client

"Peak Wealth Management is my third and FINALLY, the last financial advisor I will ever need. They are far superior to both Fidelity or Raymond James. They really listen and tailor your portfolio to your specific needs. I can't say enough good things about Nick, Jim, and Preston. Thank you, thank you, thank you, gentleman. Job well done."

A Community Built on Success

Debbie M., Client

Debbie M., Client

"What a great group! Always available and trustworthy. Wouldn't consider any other financial planning service to handle our money and investments.


Thank you, Nick and team."

Hillary S., Client

Hillary S., Client

"Nick & his team have provided us with the confidence that our investments are in knowledgeable hands at all times. Peak Wealth makes it a point to listen to concerns and work together with us to strategize ways to reach our financial & quality of life goals."

Rich A., Client

Rich A., Client

"The Peak team is fantastic. They listen, tailor ideas to what you want and need, are responsive and good at what they do.


And with integrity watch out for your interests. I strongly suggest you talk to them about investing."

Jeff P., Client

Jeff P., Client

"Nick is so authentic and genuine. His relationships with his clients are the utmost importance. I have valued the time he has spent with myself and especially his approach to helping his clients. I encourage everyone to sit down with Nick at least once. That will be all it takes to know he should be highly considered when hiring a financial planner."

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The testimonials on this page were unsolicited and provided by existing clients. Clients are free to remove their testimonial from this page at any time. Testimonials are reviewed on an annual basis with clients to make certain they are still appropriate. Testimonials have been included in their entirety and have not been edited or altered. Please contact our office if you would like a copy of our marketing policies and procedures for handling testimonials.