Peak Wealth Management

ABOUT US

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.

Growing and protecting your wealth is our priority.  We are a Registered Investment Advisory firm (RIA).  We are therefore required to act as a fiduciary to our clients, which means that our advice must be in our clients’ best interests.  We are a fee-based advisor, and our fee is calculated as a percentage of the assets we manage.  We thrive when your portfolio thrives, thus, our goals are aligned with your goals.

Experts you enjoy working with

What really distinguishes Peak Wealth Management from other firms is our people – two strong but growing.  Our cofounders are helpful, knowledgeable, and highly approachable advisors who speak in human terms, not financial babble. When we say we’re going to do something, count on it – with the professionalism, honesty, and integrity you can always trust.

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    Derek C. DeAngelis

    Founding Partner and Wealth Manager

    603.488.2483
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    As one of the founding partners of Peak Wealth Management, Derek firmly believes in the power of planning and always putting the client’s interests first. He has tremendous passion and finds great satisfaction in helping individuals work toward realizing their financial goals and achieving lifelong financial security. Derek has over 15 years of industry experience and obtained his CERTIFIED TRUST and FINANCIAL ADVISOR (CTFA) designation in 2011. Prior to founding Peak Wealth, Derek was Vice President with Fidelity Investments, Private Client Group, where he was in charge of financial planning and portfolio management for 450 high net worth families and businesses representing more than $550 Million in assets. Prior to that, Derek was a Senior Investment Consultant with Fidelity’s Portfolio Advisory Services, a position in which he educated and assisted clients and advisors in New England on investment and asset allocation selection, tax management, trust and estate planning, and plan implementation.

    Derek worked for MetLife Resources as a financial advisor and retirement specialist for non for profits primarily in the education and health care sector. Back in 2000, Derek was a mutual fund wholesaler supporting the large broker dealer firms and worked closely with top advisors in New England on portfolio construction and mutual fund solutions for clients.

    Derek graduated from the University of Vermont with a B.A. degree in Psychology and Business.  He resides in Bedford NH with his wife, Heather, and has three young boys keeping him busy at home. In addition to Financial Planning, Derek enjoys being outdoors, skiing, golfing, hiking, fishing, and cooking his families favorite Italian dishes.

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    John T. Garrity, CFP®, AIF®

    Founding Partner and Wealth Manager

    603.488.2483
    Send an Email

    John is a founding partner of Peak Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. With over 15 years of experience in the wealth management field, he has extensive proficiency in portfolio management, retirement planning and advanced estate planning. He received his undergraduate business degree from The University of New Hampshire.

    Prior to founding Peak Wealth Management John worked for Fidelity Investments in two distinct capacities. In his most recent role, John was a Financial Consultant in the local Nashua Investor Center. He managed in excess of 450 client relationships with assets approaching 400 million dollars. John acted as the the primary relationship for clients and assisted with holistic comprehensive financial planning. In addition, he provided investment strategy guidance pertaining to Fidelity’s suite of investment solutions and product offerings. Prior to this, John was a Senior Portfolio Specialist with Fidelity’s Portfolio Advisory Services group. He oversaw in excess of 500 relationships and 900 million dollars in assets. In this role, he helped to ensure portfolios were aligned with client goals and objectives and also provided education, explanation and commentary about how portfolios were being constructed, monitored and maintained. Earlier in his career John worked as the Financial Planning Specialist for an established advisory team at Morgan Stanley in Portsmouth NH.

    John lives in Hollis NH with his wife Rachel and their two children; Jack and Grace. Growing up in the Mount Washington Valley, John enjoys skiing/snowboarding, golfing and all things outdoors.

Peak Core Beliefs

  • We believe in keeping costs low to help achieve better performance for our clients
  • We believe investing is as much about our clients as it is about their money
  • We believe investing is a process that requires discipline and time
  • We believe risk explains return
  • We believe structure drives performance
  • We believe careful cost and tax management can increase returns.
  • We believe Extreme market environments can provide tactical asset allocation opportunities that can enhance investment returns.
  • We believe in taking care of our clients and earning their trust every day.

 

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