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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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Monday Jan 25, 2021
Monday Jan 25, 2021
In this special episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management hold the Peak State of the Union to share highlights from 2020 — including an increase in new clients, how they navigated the pandemic, and team updates. Listen here to learn more.
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 Confidently.
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