Peak Wealth Management LLC

Peak Wealth Management, LLC is a registered investment advisor founded in September 2015 by John Garrity, who serves as the Founding Partner, Chief Compliance Officer, and Wealth Manager. The firm offers investment advisory services to individuals and high net worth individuals, acting as a fiduciary to clients. Services include wealth management, investment management, and financial planning. PWM primarily uses fundamental analysis for investment strategies and focuses on long-term investment goals. The firm may recommend the use of unaffiliated investment managers for client portfolios. PWM charges an annual fee ranging from 0.50% to 1.50% based on various factors. The firm does not accept or maintain custody of client funds, except for fee deduction purposes. PWM does not engage in performance-based fees or side-by-side management. The firm's advisors have clean disciplinary records. PWM's privacy policy ensures the protection of clients' personal information and limits sharing with third parties. Clients have the right to limit certain information sharing practices. The firm periodically updates its privacy policy and provides clients with revised versions if there are material changes. Clients can contact the firm for any questions or concerns regarding privacy practices.