Gwendolyn Smith

Gwendolyn Smith

Operations Associate

Gwen has worked in the financial services industry since 2007 and her client-centered approach is a result of 30 years of experience in administrative operations and customer service.  She joins us after spending the past 11 years with a boutique Wells Fargo firm in Birmingham, MI. 
She holds a B.A. in Accounting, Finance/Management from Olivet College. Her interests include cooking, traveling and reading.....her favorite title, by far is Mom. Her son Justin is a VP of Global Technology with JP Morgan in Manhattan. Her daughter Carrielle lives in Miami and is pursuing a career in Hospitality/Culinary Arts.
Gwen is looking forward to her new role as Operations Associate and can't wait to meet and assist each of you! She can be reached via email

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?

Download our Client Relationship Summary here