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. We 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.
John T. Garrity, CFP®, AIF®
Founding Partner and Wealth Manager
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.
Project & Relationship Manager
Steven recently graduated from the University of New Hampshire in the Spring of 2021 with a Bachelor’s in Finance and Economics. While at UNH, Steven was a member of the Atkins Investment Group, a student-run investment group that manages ~$450,000 in assets. After two years as an Analyst and Sector Lead, Steven was elected to be Portfolio Manager by the other members of the group, where he helped to maintain proper portfolio allocation, as well as provided commentary about how the portfolio was being constructed, monitored, and maintained.
Steven now holds his Series 65 License, known as the Uniform Investment Adviser Law Examination, which qualifies him as an Investment Advisor Representative. Outside of life at PEAK, Steven enjoys golfing, playing tennis, fishing, and learning about computer programming and Computer Aided Design.
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.