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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
Description: Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they catch up on Summer 2022 as well as discuss a recent article about the difference between a financial advisor and a wealth manager. Is there a nominal dollar difference, or does it have to do with the types of service provided?
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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.