About

Peak Wealth Management is a Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions, putting them on a path toward fulfillment and their own definition of true wealth. When clients walk out the door, they know exactly where they stand. They have confidence and peace of mind they are not going to run out of money in retirement. If they are not on track today, they know exactly which changes they need to make in order to get back on track. By participating with TD Ameritrade Institutional, we have access to the world's leading institutional strategies with our award-winning UMAX platform . We provide all resources and benefits of a large firm, while maintaining a local presence and offering unparalleled personal service. At Peak Wealth Management, our goal is to build long-lasting relationships. We do that by building trust, demonstrating our integrity, and letting our clients know how much we care so they can Retire with Confidence.