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Schedule a Complimentary Meeting with a CFP®

Looking for a financial advisor in Plymouth, Michigan or Metro Detroit? Schedule a complimentary introductory meeting with a Certified Financial Planner professional at Peak Wealth Management.

Choose a CFP® Professional to Meet With

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...

Jim Pilat, CFP®

Vice President

734-681-7575

jim@peakwm.com

Jim joined Peak Wealth Management in 2018. He graduated from Olivet Nazarene University with a degree in Business Marketing & Management. He received his CFP (Certified Financial Planner) in 2022.

Preston Gee, CFP®

Wealth Advisor

734-681-7575

Preston Gee joined the Peak Wealth Management team in May 2020. He graduated from Central Michigan University with a double major in Personal Finance Planning and Finance. Preston officially became a CFP® in April 2023.