John Garrity is a CFP-designated registered investment advisor at Peak Wealth Management LLC, based in Nashua, NH, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 208 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Wealth Management charges a percentage of your portfolio each year for investment management and financial planning services. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with Peak Wealth Management. Fees may be negotiable.
Location
20 Trafalgar Sq, Suite 404, Nashua, NH, 03063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Peak Wealth Management LLC
Previous Registrations
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Citigroup Global Markets INC.
Morgan Stanley
American Express Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.