Peak Wealth Management: Retire With Confidence

Welcome Golfers and Thank You for Supporting New Hope!

Nick Hopwood, CFP and Jim Pilat, AIF both served on the New Hope board for may years and we continue to believe in the mission!

Get To Know Peak Wealth

If you wondering what it is like to work with Peak Wealth Management as your financial advisor, get to know us by checking out a couple of our podcasts.

https://www.peakwm.com/blog/ep-128-the-value-of-working-with-a-financial-planner - Benefits of working with a financial planner and specifically our Peak Wealth team

https://www.peakwm.com/blog/ep-123-not-your-average-financial-plan  - How to not have an average financial plan

https://www.peakwm.com/blog/ep-135-2022-hopwood-financial-plan - Nick's personal financial plan. Does your advisor practice what they preach.

Consider a Second Opinion of Your Financial Plan with Peak Wealth

We believe we can help you Retire with Confidence!

Are you on track for retirement? Does your advisor actually do any financial planning? Are your investments aligned with your goals? Work with a veteran CFP who can help you answer these important questions. Check out our 5-Star Google Reviews Here. Schedule by clicking the button above. 

Nick Hopwood, CFP®

President and Founder

(734) 681-7575

nick@peakwm.com

Schedule an Appointment Nick Hopwood, CFP® is President and Founder of Peak Wealth Management, managing over $230,000,000 in client portfolios since 1999. Nick is a proud graduate of the University of Michigan with a degree in...

Read more

Jim Pilat, CFP®, AIF®

Vice President

734-681-7575

jim@peakwm.com

Jim joined Peak Wealth Management in August, 2018. He is a graduate of Olivet Nazarene University with a Bachelor of Arts degree in business administration with majors in marketing and management. He received his AIF (Accredited...

Read more

 

Podcasts

Podcasts

The Finding True Wealth Podcast with Nick Hopwood, CFP® is a great resource for Nick's Financial Planning tips, investment insights, and other relevant topics. Listen on your daily drive and subscribe on Podbean today!

Podcasts
UMAX

UMAX

Take diversification to the next level with UMAX. Enjoy the benefits of the TD Ameritrade Institutional Third Party Strategist Platform and diversify by asset class and strategist. 

UMAX
Planning With Peak

Planning With Peak

Your comprehensive dashboard. Access your net worth, investments, or budget 24/7/365 wherever you are in the world. Plan With Peak is your complete financial portal, which will allow you to gain a better understanding of where you stand financially relative to your goals.

Plan With Peak
Peak Income 360

Peak Income 360

Guaranteed pensions do not exist like they did in the past. Our Peak Income 360 formula seeks to replace that pension with multiple passive retirement income streams.

Income 360
Blueprinting

Blueprinting

Since 1999, my team has developed and refined our process, which helps people understand what is most important to them and what they value most. We call it the Blue Printing Process. 

Blueprinting Process
Mission / Vision

Mission / Vision

We believe by providing education and guidance, we inspire out clients to make great financial decisions which puts them on a path toward their own definition of True Wealth. 

Mission / Vision
PRESIDENT AND FOUNDER&#160; &#160; &#160; &#160; &#160; &#160; <a href="tel: (734) 681-7575">(734) 681-7575</a>&#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; <a href="mailto:nick@peakwm.com">nick@peakwm.com</a>

PRESIDENT AND FOUNDER            (734) 681-7575                nick@peakwm.com

Nick Hopwood, CFP® is President and Founder of Peak Wealth Management, managing over $160,000,000 in client portfolios since 1999.

Nick is a proud graduate of the University of Michigan with a degree in Economics in 2001. Through the College for Financial Planning and CFP® Board, he earned his CFP® designation in 2005. 

Book with Nick
About Nick

About Nick

Nick is a CFP® (CERTIFIED FINANCIAL PLANNER) and industry thought leader creating the BluePrinting Process, Peak Income 360 Formula, hosting the Finding True Wealth Podcast, and was an early adopter with the TD Ameritrade Institutional Third Party Strategist Platform, which we call UMAX

Growing up in a small town, Nick witnessed great people making a lot of poor financial decisions. He thought to himself, he never wanted to be in that position -  putting his retirement at risk. He quickly realized he had a talent to be able to coach others and inspire them to make great financial and life decisions.

Nick is dedicated to the local community; he served on the board of New Hope Center For Grief Support (non-profit) in Northville, he was President of the Business Leaders Team in Northville, and volunteered with Northville Youth Assistance and Northville Civic Concern.

Nick and his wife, Jennifer, along with their children, Hunter, Jack, and Quinn, live in Ann Arbor and are active members of St. Joseph Church in Dexter.

Nick has also had the distinction of being part of the SmartVestor Pro community, organized and recommended by Dave Ramsey.