Wealth Management

Our Team

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

wealth manager

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.
Amanda Alksnitis

Wealth Management Specialist

After an eight year career in the banking industry, I found that there was more that I could offer to my clients. In 2016, after achieving another bachelor’s degree in Finance with a minor in Economics from the University of New Hampshire, I became a fully licensed Financial Advisor in NH, VT, ME, MA, RI, FL, and NY specializing in investing, college planning, retirement planning, and wealth management. Being able to guide a family or individual through life’s financial stages and help them pursue success and wealth has proven to be the most gratifying. There is a solution to most financial question and it is wonderful to be able to guide through this process.

I still work with horses and share a love for animals with my two daughters and husband. We stay active in our community and I am a member of the Concord Chamber of Commerce, Concord Young Professionals Network, and Lake Sunapee Young Professionals Network.

Amanda Alksnitis 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.