Vetted Advisor's Table

PEAK Wealth Management LLC

Tel: 857-248-1647
20 Trafalgar Square, Suite 404
Nashua, NH 03063
PEAK Wealth Management LLC | Financial Advisor in Nashua ,NH


About PEAK Wealth Management LLC

As a smaller firm, we operate with the highest level of integrity and accountability; we have no hidden agendas or pressure to do anything other than what is in our client's best interest.

Growing and protecting your wealth is our priority. We are a Registered Investment Advisory firm (RIA). We are therefore required to act as a fiduciary to our clients, which means that our advice must be in our clients' best interests. We are a fee-based advisor, and our fee is calculated as a percentage of the assets we manage. We thrive when your portfolio thrives, thus, our goals are aligned with your goals.

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General Information

Firm Start Year:   2015
No. of Employees:   5-9
Name of Broker/Dealer:   Schwab
Name of Custodial Firm:   Schwab
States Licensed in:   NH
Number of Years with Current Firm:   8
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning, 401K Rollovers, Estate Planning & Trusts, Wealth Management


Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks
Can meet clients in the following ways:   Our Office, Your Office, Video Conference

Firm Information

Firm's Number of Clients:   100
Assets Managed by Firm:   $100,000,000
Advisor's Number of Managed Clients:   100
Assets Managed by Advisor:   $100,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100K+
Compensation Methods:   Based on Assets
Minimum Fee Charged for Managed Accounts:   0.75%


Bachelors  - Economics   Bates College

Financial Services

Portfolio Management

Peak Wealth Management is a fee-based advisory firm whose philosophy combines the time tested principles of modern portfolio theory with a dynamic and responsive tactical overlay that works to position our clients for long term results while still being cognizant of current market conditions and risks. We do this by predominantly utilizing low cost Exchange Traded Funds (ETFs). We believe in working to keep the costs low to help achieve a greater return for our clients. Central to our investment approach is that we do not manufacture and sell our own financial products.

Wealth Management

We believe in a holistic approach. We look at your entire investment strategy as a whole to ensure peak performance. The core of our approach to comprehensive financial planning is a fundamental belief that we must first understand the complete picture before we earn the right to offer you our financial and investment advice. We believe everyone needs a financial plan and somebody to help hold you accountable to stay with it.


Why should I choose you as my financial advisor?

Fiercely Loyal To Clients: Bigger is not always better. As a truly independent firm, we have access to all the products and solutions that make the most sense for you, and will actively manage your portfolio, free from proprietary products and hidden corporate agendas. Consistently Lower Fees: Because we're small, nimble, and more transparent than the larger discount and wirehouse firms, we can offer low advisory fees, starting at and not to exceed 0.75% annually versus the industry average of ~1.5%. Faster, More Agile Than The Big Boys: As a smaller firm, we can cut through the clutter and focus our energy on serving only the clients' needs. We take pride in being highly accessible and responsive, giving clients the peace of mind that we're just a phone call or email away. While some advisors take on hundreds of clients and struggle to remember their names, let alone their objectives, we maintain a low client-to-advisor ratio.

How are you compensated? How will I pay for your services?

Fee-only based on AUM, starting at 0.75%

Will you be the only person working with me?

We're a small, bespoke firm and I will be your primary point of contact. I have an assistant who will contact you occasionally, and you may contact either me or my assistant at any time.

How much risk should I be willing to take?

The amount of risk you should take is completely dependent on your personal risk profile. We'll use objective tools to measure your personal risk capacity, and through conversations we'll be able to better gauge your personal risk tolerance.

Have you ever been charged with any breaches?




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Additional Detailed Disclosures



Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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