Advisors at this firm
Nicholas H
CFP®, Series 63
Plymouth, MI
Peak Wealth Management, LLC
Nicholas Hopwood is a CFP® with 25 years of industry experience, currently serving at Peak Wealth Management, LLC where he has worked since 2013. He has also held roles at Mutual Securities, Inc. and Regulus Advisors. Outside of advisory work, he is a member and passive investor in a fitness business. Peak Wealth Management serves individual clients, including high-net-worth households, providing financial planning and discretionary portfolio management through a wrap-fee program that uses institutional strategists on the Envestnet platform. The firm combines fundamental and technical analysis in its investment process and manages approximately $352 million in discretionary assets.
James P
Series 66
Plymouth, MI
Peak Wealth Management, LLC
James Pilat is a financial advisor with Peak Wealth Management, LLC in Plymouth, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Mutual Securities, Inc., Regulus Advisors, LPL Financial, LLC, and Axa Advisors, LLC. In addition to his advisory role, he operates an independent insurance practice. Peak Wealth Management serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and written financial plans. The firm utilizes a combination of fundamental and technical analysis and implements portfolios through institutional strategists on the Envestnet platform.
Preston G
Series 65
Plymouth, MI
Peak Wealth Management, LLC
Preston Gee is a financial advisor at Peak Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Central Michigan University and in the retail and entertainment sectors. Outside of advising, he is involved in managing rental properties. Peak Wealth Management serves individual clients, including high-net-worth households, by offering financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis and utilizes institutional strategists through the Envestnet platform, managing portfolios primarily on a discretionary basis with quarterly reviews.
