Wealth Management

Leadership

Our key objectives are to help provide individuals and families with tailored financial, estate planning, and investment management resources. The management of your wealth is a long-term approach that requires you to focus on the big picture.​

Frank DePeters, CFF

Partner, Certified Financial Fiduciary™, Financial Advisor, Wealth Manager, Investment Advisor

Certifications include: CFF, Series 65, Series 6, Series 63 and Life and Health licensed

Frank resides in Stratham, NH with his wife Jane and Moo, their Rhodesian Ridgeback.

Non-profit organizations involvement have included National Association of Insurance and Financial
Advisors (state board member), The Rotary Club of Exeter, Big Brothers and Big Sisters of the
Seacoast (Big Brother), Exeter Area Chamber of Commerce, Special Olympics and others.

He enjoys golf, attending sporting events (Red Sox and Patriots), community service, involvement in his church and spending time with family.

He earned his Bachelor of Business Administration from Middle Tennessee State University where he
was President of his association and on the Equestrian Jumping Team.

As a Fiduciary, Frank acts in the best interest of his clients.

Areas of specialty include:

  • Wealth Management
  • Retirement Planning
  • Retirement Income Planning
  • Tax Savings Strategies
  • Social Security/Medicare
  • Education
  • Sage College Tuition Rewards

Frank DePeters is a Registered Representative of Securities America, Inc., member FINRA/SIPC.

Do you want to learn more about our wealth management services? Contact us to discuss what’s best for you.