Peak Wealth Confidential Client Profile

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. 

Prospective Clients - Be sure to complete our Confidential Client Profile via this web form before we meet. If you prefer a pdf, please use this worksheet and supporting documents prior to our first meeting. 

If you have not scheduled your meeting yet, please click here. If you have not taken the Risk Profile questionnaire, please click here.

Prior to your initial meeting with us, please spend some time on this page to help you understand what to expect and how to best prepare. Below you find a podcast episode and video, as well as our Preliminary Client Questionnaire, which can assist you in gathering the information we will need. 


Nicholas Hopwood, CFP is a Financial Advisor and Certified Financial Planner in Plymouth, MI


We've tripled our office space in 2019! Join us on a one-minute virtual tour and check out our new digs! 


Listening to episodes of the Finding True Wealth Podcast can help you get to know us better before we meet!

Click here to listen