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Peak Wealth Management | Plymouth, MI Financial Planner | PBRN Member
Peak Wealth Management logo — Plymouth, MI
Active PBRN Member

Peak Wealth
Management

Financial Planning — Retirement & Investment
41011 Ann Arbor Road, Plymouth, MI 48170 — Serving Plymouth, Canton & Northville
Retire With Peak Confidence

Preston Gee, CFP® — Plymouth's Financial Planner

Preston Gee, CFP® is the financial planner of the group at Peak Wealth Management — an independent firm located right here in Plymouth, Michigan. As a proud member of the Plymouth Business Referral Network (PBRN), Preston brings the same community-first mindset to every client relationship he builds.

Preston's mission is simple: to inspire his clients to make great financial decisions so they can retire with Peak Confidence. He believes that by providing clear education and straightforward guidance — in plain English, with simple and transparent fees — anyone can build a bulletproof retirement plan.

Whether you're asking "Do I have enough?" or "Will I run out of money in retirement?", Preston and the Peak Wealth Management team are the trusted local experts who will help you find the answer and build a plan to get you there.

Preston Gee CFP — Peak Wealth Management Plymouth MI
Preston Gee
CFP® — Financial Planner, Plymouth MI
"We believe by providing education and guidance, we can inspire you to make great financial decisions — helping you to retire with Peak Confidence."
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What Peak Wealth Offers

Retirement Income Planning
Investment Management
Social Security Optimization
Portfolio Risk Analysis
Financial Planning (CFP®)
Second Opinion Reviews
Transparent Fee Structure
Independent Advisory Services