Retire With Confidence with Nick Hopwood, CFP

Ep 086: Our Peak Investment Management Process

September 14, 2020

In this episode, you'll hear Nick Hopwood and Jim Pilat talk about Peak's 3 step investment process — and how the team works together to guide you to build a strong financial foundation. 

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence.

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