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Paladin Research Report For:

PEAK Wealth Management LLC

20 Trafalgar Square, Suite 404
Nashua, NH 03063
857-248-1647

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

Compliance

Firm Information

Compensation and Fees

Education

Bachelors - Economics
  • Bates College
    09/01/2004 -06/01/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Inquire With PEAK