Prospects
Welcome to Peak
Thank you for your consideration! We look forward to meeting and understanding your goals and getting to know you! Our goal when we meet is to determine if there is a fit between what you are looking for and the services we provide. In order to make the most efficient use of our time, please use the resources below to help prepare.
Schedule with Nick, CFP® and Founder
Click HereSchedule with Jim Pilat, CFP® and Partner
Click HereSchedule with Preston Gee, CFP®
Click HereAfter Scheduling a meeting...
Step 1
Please complete the Confidential Client Profile before we meet. If you prefer a pdf, please use this worksheet and send it prior to our first meeting.
Step 2
Complete the Risk Profile Questionnaire below before we meet. This helps us identify your comfort level with risk to steer our decisions.
Step 3
Watch the videos below to gain a clear understanding of what to expect during your first meeting and how our process will continue from there.
Peak Wealth Management, LLC — Client Relationship Summary
Prior to your first appointment with Peak Wealth, review our Client Relationship Summary. You'll learn the answers to the following questions & more:
- What investment services and advice can you provide me?
- What fees will I pay?
- What are your legal obligations to me when acting as my investment advisor?