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Podcast: Trust the Plan Podcast with Nick Hopwood, CFPĀ® and Jim Pilat, CFPĀ®
Episode: Ep 086: Our Peak Investment Management Process
Description: In this episode, you'll hear Nick Hopwood and Jim Pilat talk about Peak's 3 step investment process ā and how the team works together to guide you to build a strong financial foundation.Ā
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 Confidently.