Nick Hopwood, Founder and President of Peak Wealth Management, leads a team of CFP’s and manges over 350 million for their clients. Nick is a fiduciary so all advice given to his clients is always in their best interest, not like other advisors where they might be making a commission or towing the company line for the mother ship in New York city. Nick works for you and nobody else.
Visit peakwm.com/gruber and reach out to Nick for a free roth conversion analysis. Let Mr Roth help you decide if it makes sense before year end.