Jim Pilat, CFP®

Jim Pilat, CFP®

Vice President

Jim joined Peak Wealth Management in 2018. He graduated from Olivet Nazarene University with a degree in Business Marketing & Management. He received his CFP (Certified Financial Planner) in 2022.

Jim grew up enjoying learning about investments at a young age from his dad. However, he didn't fully realize the importance of financial planning until his father passed away at the age of 55. Watching his mom struggle to make financial decisions and speak with other advisors who didn't always have her best interests in mind, Jim decided this would be a career he would like to pursue.

Jim and his wife, Emily, have been married for over 20 years. They reside in Novi with their 3 children, Allison, Riley, and Brett. Jim is involved with his children's sports teams and an active member in his church. 

PEAK WEALTH MANAGEMENT, LLC — CLIENT RELATIONSHIP SUMMARY

Prior to your first appointment with Peak Wealth, review our Client Relationship Summary. You'll learn the answers to the following questions & more:

  • What investment services and advice can you provide me?
  • What fees will I pay?
  • What are your legal obligations to me when acting as my investment advisor?

Download our Client Relationship Summary here