Peak Wealth Management LLC
Peak Wealth Management LLC (CRD# 281036) is a financial advisory firm headquartered in Bedford, NH. They manage $60,035,261 in 130 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$461,810
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH
John Garrity (CRD# 4466382) is an Investment Advisor Representative working at Peak Wealth Management LLC in Bedford, NH and has over 16 years of experience in the finance industry. John Garrity has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Derek Deangelis (CRD# 4281585) is an Investment Advisor Representative working at Peak Wealth Management LLC in Bedford, NH and has over 17 years of experience in the finance industry.