PEAK Wealth Management LLC

20 Trafalgar Square, Suite 404

Nashua, NH 03063

857-248-1647

EXPECT A HIGHER LEVEL OF FINANCIAL SERVICE

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.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

5-9

Services

Compliance

Firm Information

Compensation and Fees

Education

Bachelors - Economics

Bates College
09/01/2004 -06/01/2008

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1891383/retirementplanning-PEAK-Wealth-Management-LLC-detailed-disclosure.html

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