Nick Hopwood, CFP® is President and Founder of Peak Wealth Management, managing over $200,000,000 in client portfolios since 1999.
Nick is a proud graduate of the University of Michigan with a degree in Economics in 2001. Through the College for Financial Planning and CFP® Board, he earned his CFP® designation in 2005.
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?
Nick is a CFP® (CERTIFIED FINANCIAL PLANNER) and industry thought leader creating the BluePrinting Process, Peak Income 360 Formula, hosting the Retire With Confidence Podcast, and was an early adopter with the TD Ameritrade Institutional Third Party Strategist Platform, which we call UMAX.
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 a talent to be able to coach others and inspire them to make great financial and life decisions.
Nick is dedicated to the local community; he served on the board of New Hope Center For Grief Support (non-profit) in Northville, he was President of the Business Leaders Team in Northville, and volunteered with Northville Youth Assistance and Northville Civic Concern.
Nick and his wife, Jennifer, along with their children, Hunter, Jack, and Quinn, live in Ann Arbor and are active members of St. Joseph Church in Dexter.
Nick has also had the distinction of being part of the SmartVestor Pro community, organized and recommended by Dave Ramsey.