Peak Wealth State of the Union 2025
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth shared exciting updates about their continued commitment to community impact through the Invest in Others Scholarship, now available at peakwm.com/scholarship. If you have a child or grandchild attending college next year, we encourage you to apply soon. Recipients will be selected in November.
They also shared insights during the Peak State of the Union, highlighting the incredible momentum at Peak Wealth. From team growth to enhanced client service and a strong culture of collaboration, there’s a lot to celebrate. The future is bright, and our goals remain focused on delivering even greater value to the families we serve.
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