Nick Hopwood, leads a team of CFPs at Peak Wealth Management. You know it’s great to have a team of advisors working together to develop a customized financial plan and investment plan, bc most advisors work as a solo operator.
When clients make a change and move from one advisor to another, it often times comes down to communication. In times like these, with 5% swings in the markets, are you hearing from your advisor? You can check out the urgent market video update from nick and his team at youtube.com/peakwealthmgmt.
IF YOU ARE QUESTIONING YOUR ADVISOR RIGHT NOW, REACH OUT TO NICK AT PEAKWM.COM/GRUBER FOR A SECOND OPINION