(734) 681-7575

WORK WITH A LOCAL TRUSTED ADVISOR

Experience the difference in working with a local Financial Planner

in the Plymouth, Michigan area, where you can have the benefits

and resources of a large firm, but get the personal attention of a

boutique. Meet with your planner in person, so you can truly build trust

and feel good about who is helping put you on a path towards

fulfillment and your definition of true wealth.

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FREE Download: Top 10 Tips For a Meaningful Retirement

Retirement is a major life transition, but its stages are predictable and you don't have to go through it alone. These ten tips can help you better prepare for a meaningful retirement.


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Our Process

It all starts with the Blueprinting Process where together, we discover what you value most, your goals, and how to reach them. Holistic Goal-Based Planning is what we believe in.

Our Commitment

Over the last 20 years, we have developed and refined our process, which helps people understand what is important to them and what they value most.

Our Mission

We believe by providing education and guidance we can inspire you to make great decisions putting you on a path towards fulfillment and your definition of true wealth.

PEAK WEALTH MANAGEMENT'S CEO

PEAK WEALTH MANAGEMENT'S CEO

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 the talent to be able to coach others and inspire them to make great financial and life decisions...

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FINDING TRUE WEALTH PODCAST

Two Planners; Dramatically Different Results

Two Planners; Dramatically Different Results

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Why Work With A Certified Financial Planner

Why Work With A Certified Financial Planner

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Retirement Funding Priorities

Retirement Funding Priorities

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