Dakota
Dakota
Book a Demo
Talk to an Expert

Peak Wealth Management, LLC

EST. AUM
$156,125,904

CONTACTS

CLIENT ACCOUNTS
465

Firm Details

Metro area Manchester, NH
CRD Number 281036
Website peakwealthnh.com
Client types

Overview

Peak Wealth Management LLC is an independent, fee-only registered investment adviser headquartered in Nashua, New Hampshire. Operating under a strict fiduciary standard, the firm delivers integrated wealth management services, combining comprehensive financial planning with ongoing discretionary portfolio management for individuals, families, trusts, and estates. Its investment philosophy is grounded in fundamental analysis and global diversification, utilizing low-cost, tax-efficient ETFs and select mutual funds to construct portfolios. The firm applies an institutional approach to risk management, tailoring strategies to each client’s goals, time horizon, and risk tolerance while maintaining independence from proprietary product constraints.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy