Intake form

Name *

Email address *

What type of investor are you?

What are your investment goals?

Please select at least one option.

Capital appreciation

Income generation

Diversification

Tax efficiency

Speculation

What is your investment experience level?

What is your preferred investment timeframe?

What industries are you interested in investing in?

Please select at least one option.

Technology

Healthcare

Finance

Consumer goods

Energy

Real estate

Utilities

What is your estimated investment amount?

Do you have any specific stocks or funds in mind?

Additional questions or comments

Peak Wave Consulting LLC