Dear Client,
We are thrilled to share some exciting news from our team at Peak Wealth Management! It is with great pride and enthusiasm that we announce the elevation of Jim Pilat, CFP® to Partner in our firm.
Jim joined us seven years ago, bringing his passion for helping clients achieve their financial goals and a commitment to excellence. His expertise as a CFP® and genuine care for each of you has helped Peak continue to offer a great client experience.
As a partner, Jim will continue to serve you with the same warmth and professionalism you’ve come to expect, while also helping shape the future of Peak Wealth Management as we grow to meet your needs. This milestone reflects not only Jim's outstanding contributions and his value to the firm, but also our shared commitment to building lasting relationships with you, our valued clients.
We invite you to join us in congratulating Jim on this well-deserved achievement! If you’d like to reach out to him directly with a message he can be reached at jim@peakwm.com or 734-681-7575. As always, our entire team is here to support you in achieving your financial goals and to help you retire with peak confidence.
Sincerely,
Nick Hopwood, CFP®
President and Founder
—
Check out our original episode of us introducing Jim Pilat as our newest team member back in 2018. In this episode, Jim shared his background and story as to how he became an advisor. Since then, Jim has evolved from AIF® to CFP® — as well as Vice President, and now Partner.