Client Testimonials
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.
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."
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
"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
"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
"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."