Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management highlight socially responsible investing — or ESG (Environmental, Social and Governance) referring to a class of investing where people seek positive returns and long-term impact on society, environment, and the performance of business. Learn more about the impact of ESG and ways it can make a difference in how we invest.
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.
www.peakwm.com
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