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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.
Episodes
Monday Feb 27, 2023
Monday Feb 27, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® share their annual State of the Union Address where they recap highlights of Peak Wealth Management. From rolling out new financial programs to the expansion of the Peak team, learn about all that has been going on at Peak HQ.
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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 Peace of Mind.
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