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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
NIck Hopwood, CFP and Jim Pilat, CFP
293 episodes
5 days ago
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Investing
Business
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Investing
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EP 289: Peak Wealth State of the Union 2025
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
6 minutes
2 weeks ago
EP 289: Peak Wealth State of the Union 2025
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth shared exciting updates about their continued commitment to community impact through the Invest in Others Scholarship, now available at peakwm.com/scholarship. If you have a child or grandchild attending college next year, we encourage you to apply soon. Recipients will be selected in November. They also shared insights during the Peak State of the Union, highlighting the incredible momentum at Peak Wealth. From team growth to enhanced client service and a strong culture of collaboration, there’s a lot to celebrate. The future is bright, and our goals remain focused on delivering even greater value to the families we serve. — 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. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®