
Episodes

3 days ago
3 days ago
Check out a special episode of the Trust the Plan Podcast with Nick Hopwood, CFP® featuring our standout Peak summer intern, Jacob Strom. In this episode, we dive into Jacob's unique journey—what brought him to Peak, his passion for finance, and the path that led him here. It's an inspiring conversation that highlights the next generation of talent in the industry. Don’t miss it—tune in to learn more about Jacob’s story and his time with the Peak team.
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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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