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James Pilat

Vice President

Peak Wealth Management

United States, Michigan, Detroit

About Me

Jim is a graduate of Olivet Nazarene University with a Bachelor of Arts degree in business administration with majors in marketing and management. His love for investing and financial planning began at an early age. His father began talking with him about investing his money, earned from neighborhood lawn mowing, into the stock market as early as age 12. It didn’t take long for this to become a new and exciting interest for him. His passion to help people through their financial situations began after his father’s passing at the young age of 55. While helping his mom navigate her financial challenges as a young widow, he was frustrated by the poor advice they received from financial advis

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Profile Information

Vice President

Peak Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Detroit

Michigan

United States

Aug 14, 2024

Work Experience

Peak Wealth Management

Vice President
Aug 2018 - Present
Email: jim@peakwm.com

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