Nick Hopwood, CFP® | Jim Pilat, AIF® | Peak Wealth Mgmt

We believe Retirement Planning Today involves more than just planning for money.

BluePrinting and Lifestyle Planning

What do you value most? What is your meaningful purpose? We believe Retirement Planning involves more than just money. This section includes our favorite podcast resources to help answer questions such as:

Am I ready to retire?

What will I do?

How will I stay connected?

How can technology play a roll?

Going from "success" in my career to "significance" in life.

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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

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

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

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

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

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            <a href="tel: (734) 681-7575">(734) 681-7575</a>                <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.

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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.