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Manage episode 283127719 series 2379356
In this special episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management hold the Peak State of the Union to share highlights from 2020 — including an increase in new clients, how they navigated the pandemic, and team updates. Listen here to learn more.
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 Confidence.