NORTHERN PEAK FINANCIAL - Key Persons
Adam began his career in 2007 with UBS Financial Services where he completed their rigorous, comprehensive training program and worked alongside industry veterans to gain the experience necessary to advise his clients. There he developed the skills for building and managing investment portfolios, risk management strategies, and retirement income planning. Adam is a fiduciary and holds the Series 7 License (General Securities Representative) with LPL Financial as well as the Series 66 License (Investment Advisor Representative/Securities Agent) through LPL Financial and Flagship Harbor Advisors. He is also licensed to offer life, accident, and health insurance.
Adam's primary goal is to help families and small businesses accumulate and maintain their wealth. Adam knows that honesty, ethics, and frequent contact with clients are the keys to building long lasting relationships. Our lives are complicated and constantly changing. With this in mind, Adam strives to take the time to listen and understand before offering advice. Adam wants to be a lifelong resource for your family or small business.
Adam grew up on a small farm in Georgetown, helping out in the family greenhouse business. There, he developed a variety of skills. From carpentry, machine maintenance, and inventory control, to growing plants from seed-to-sale and customer relations. Most importantly, he learned about the hard work and dedication it takes to build a business from the ground up and the satisfaction that comes from creating something out of nothing.
He lives in southern New Hampshire with his wife Laura and two children Avery and Tyler. They enjoy being outdoors as much as possible, working in the garden and taking trips to the White Mountains. Adam's love of gardening has turned into a passion for cooking and everything that goes along with it. He enjoys sharing this knowledge with his kids, teaching them about where their food comes from and how to grow and prepare it.
Prior to forming Northern Peak Wealth Management, Kevin was an advisor with Morgan Stanley and UBS Financial Services where he focused on asset allocation, investment strategies, and comprehensive wealth management plans for high net worth individuals, corporate executives, and organizations. Prior to that, Kevin was a Regional Sales Director for The Hartford where he worked with The Hartford Retirement Plans Group 401(k) platform and corporations throughout New England. Kevin began his career with Bear, Stearns & Companies, Inc. in Boston, MA where he specialized in working with business owners and non-profit organizations on employee benefit plans and with families and individuals on their personal wealth management needs.
With over 20 years in the financial planning and wealth management industry, Kevin founded Northern Peak Wealth Management in June 2015 and affiliated with LPL Financial to provide top quality investment guidance and highly individualized financial planning to individuals and families. Kevin also works extensively with companies of all sizes to provide competitive retirement plans and deferred compensation benefits to their employees. Kevin's knowledge and expertise of personal financial planning and the corporate benefit markets allows him to work with clients on all aspects of the financial planning process.