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. At Peak Wealth Management, we work hard to be your family’s most trusted advisor. Our approach is transparent. We work alongside our clients. We help you establish strong goals, identify your risk tolerance levels and make sure you understand each piece in the planning and investing process. Together, we develop an approach to reach those goals through sensible management of your assets. Success comes from careful planning, diligent execution and management combined with proactive adjustments as your situation or markets change. With greater than 15 years of experience each, we have helped thousands of clients, including several generations for a number of families. We value our relationships very highly. Your trust and respect are of utmost importance. We value your confidence. We also value our reputation. Our high fiduciary and ethical standards are central to the way we do business. SERVICES • Comprehensive Financial Planning • Personalized Investment Management • Employee Benefits Plan (401k / 403B / Small Business Plans) • Foundation and Endowment Advisory Services Office: 603-488-2483 Website: www.peakwealthNH.com
View Top Employees from PEAK Wealth Management LLCWebsite | http://www.peakwealthnh.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2015 |
Address | 20 Trafalgar Sq STE 404, Nashua, New Hampshire 03063, US |
Phone | (603) 488-2483 |
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Industry | Financial Services, Business Services General, Financial Planning, Business Services, Asset Management |
Competitors | Core Wealth Management (Jupiter, FL), Covenant Wealth Advisors, Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC, Stockade Wealth Management |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
Looking for a particular PEAK Wealth Management LLC employee's phone or email?
The PEAK Wealth Management LLC annual revenue was $1 million in 2024.
Lorne Schwartz is the President of PEAK Wealth Management LLC.
5 people are employed at PEAK Wealth Management LLC.
PEAK Wealth Management LLC is based in Nashua, New Hampshire.
The NAICS codes for PEAK Wealth Management LLC are [5611, 561110, 56, 56111, 561].
The SIC codes for PEAK Wealth Management LLC are [874, 87].