In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment ...

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management highlight a recent article they read where it dives deeper into the ...

Before you make a decision on which college you'll be attending, listen to this episode because it is one you don't want to miss! For both parents and...

Hosts of the Retire With Confidence Podcast, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode! In t...

Join us for a new Retire With Confidence Podcast featuring Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management.  To kick off the episode,...

There are an incredible amount of Roth benefits — which is why we decided to dive in even more for a second episode on it. In this episode, Nick Hopwo...

Join Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management to talk about the importance of Roth IRAs and investing. In this ep...

In this new episode, Nick Hopwood, CFP® of Peak Wealth Management shares his personal story of evicting a tenant at one of his rental properties. He d...

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management dive in on things you can do right now to take your financial plan t...

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 abo...