Peak Wealth Management

At Peak Wealth Management, we believe in building long-term relationships with our clients by providing personalized and highly responsive investment and financial planning services. As a smaller firm, we operate with the highest level of integrity and accountability, always keeping our clients' best interests in mind. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals, and we work tirelessly to ensure that our clients' wealth is protected and grown.

Our Philosophy

At Peak Wealth Management, we are singularly focused on your financial well-being. We believe in keeping costs low to help achieve better performance for our clients, and we believe that investing is as much about our clients as it is about their money. We believe that investing is a process that requires discipline and time, and that risk explains return. We believe that structure drives performance, and that careful cost and tax management can increase returns. We also believe that extreme market environments can provide tactical asset allocation opportunities that can enhance investment returns.

Our Advisors

Our team of advisors is comprised of highly experienced and knowledgeable professionals who are dedicated to providing our clients with the highest level of service. Our advisors are focused on understanding our clients' unique financial situations and creating customized plans tailored to their specific needs. We take pride in being highly approachable and providing our clients with the attention and respect they deserve.

Meet Our Team

Our team is led by John T. Garrity, a CERTIFIED FINANCIAL PLANNER professional with over 15 years of experience in the wealth management field. John has a deep understanding of portfolio management, retirement planning, and advanced estate planning. He is joined by Noah Gauthier, a CHARTERED RETIREMENT PLANNING COUNSELOR professional with two decades of experience managing investment portfolios, investment products, and corporate balance sheets. Our team is rounded out by Steven Schnobrich, a recent graduate of the University of New Hampshire with a degree in Finance and Economics, who has gained valuable experience as an Analyst and Sector Lead with the Atkins Investment Group.

Our Core Beliefs

At Peak Wealth Management, we believe in:

• Keeping costs low to help achieve better performance for our clients
• Investing is as much about our clients as it is about their money
• Investing is a process that requires discipline and time
• Risk explains return
• Structure drives performance
• Careful cost and tax management can increase returns
• Extreme market environments can provide tactical asset allocation opportunities that can enhance investment returns
• Taking care of our clients and earning their trust every day

What Sets Us Apart

What sets us apart from other firms is our commitment to providing personalized and highly responsive service to our clients. We take the time to understand our clients' unique financial situations and create customized plans tailored to their specific needs. We also have a strong focus on education and making complex financial concepts easy to understand.