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Derek D

Series 63, Series 66

Bedford, NH

Apex Wealth Management, LLC

Derek Deangelis is a financial advisor at Apex Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Wealth Management since 2021, following a seven-year tenure at Peak Wealth Management, LLC. Apex Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, comprehensive wealth management, and financial planning. The firm emphasizes fundamental analysis and a long-term investment approach, tailoring portfolios to clients’ goals, time horizons, and risk tolerance.

General retirement planning General tax planning Wealth management Passive / index investing
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Christine K

CFP®, Series 63, Series 65, Series 66

Bedford, NH

Apex Wealth Management, LLC

Christine Keller is a CFP®-certified financial advisor at Apex Wealth Management, LLC with four years of industry experience. Her background includes roles at several mortgage firms, and she currently works as a loan officer assisting clients with mortgage loan options. Apex Wealth Management serves individual and high-net-worth clients with customized portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and a long-term approach, tailoring portfolios to clients’ goals, risk tolerance, and time horizons.

General retirement planning General tax planning Wealth management Passive / index investing
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