PEAK Wealth Management LLC

PEAK Wealth Management LLC is a small financial services firm based in Bedford, New Hampshire. Currently employing four individuals, the company generates approximately $2.5 million in annual revenue. PEAK Wealth Management specializes in providing comprehensive financial planning, personalized investment management, and employee benefits plan services. They also offer advisory services for foundations and endowments. Their client base includes individuals, families, and businesses, with a particular focus on building long-term relationships with clients across generations. The company distinguishes itself through its commitment to transparency and client-centric approach. They prioritize open communication and work closely with clients to understand their financial goals, risk tolerance, and individual needs. PEAK Wealth Management emphasizes a collaborative approach to financial planning and investing, ensuring clients fully understand each step of the process. PEAK Wealth Management can be reached at their Bedford office by phone at 603-488-2483 or through their website at www.peakwealthNH.com.