Advisors at this firm
Noah G
Series 63, Series 65
Nashua, NH
Peak Wealth Management LLC
Noah Gauthier is a financial advisor at Peak Wealth Management LLC with Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at PFS Investments Inc., Primerica Financial Services, Azurity Pharmaceuticals, Boston Consulting Group, and Deloitte Consulting LLP. Peak Wealth Management LLC serves individual and high-net-worth clients with wealth management, discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services including ERISA fiduciary support. The firm employs primarily ETF-based investment strategies developed through fundamental analysis, with ongoing due diligence and account monitoring, and maintains an institutional custodial relationship to support trading and reporting.
Steven S
Series 65
Nashua, NH
Peak Wealth Management LLC
Steven Schnobrich is a financial advisor at Peak Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Peak Wealth Management since 2020. Outside of his advisory role, he is president of Bogey Bag, LLC, a company that creates a novelty golf product designed to help players manage frustration on the course. Peak Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm utilizes customized, primarily ETF-based investment strategies developed through fundamental analysis and offers ongoing client consulting and education.
John G
CFP®, Series 66
Nashua, NH
Peak Wealth Management LLC
John Garrity is a CFP® professional with 23 years of industry experience. He has been with Peak Wealth Management LLC since 2015. Peak Wealth Management LLC serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs primarily ETF-based strategies developed through fundamental analysis with a long-term focus, while allowing tactical adjustments for rebalancing and tax management.
