Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Get to know Jim Pilat, AIF® our newest team member at Peak Wealth Management! Jim shares with Nick his background and story as to how he became an advisor, and why joining the firm is a "Nash Equilibrium."
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
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