Business
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® talk with Adam Roberts, our new finance intern at Peak Wealth Management. Adam shares more about his educational background - and how he landed his internship with our team. Get to know him better by listening to this episode! — 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.