About Us

Achieve your financial goals with a fiduciary partner
who shares your drive and work ethic.

APEX Wealth Management is dedicated to serving our clients and their families with personalized attention and a custom financial plan, all with lower advisory fees than industry averages.

We believe in...

Protection &
Growth

Protecting your wealth means preserving what you’ve earned. Growing it means guiding you through setting and achieving ambitious goals to reach new financial heights. Let us help you achieve both.

Low Fees & High Quality

Access expert services and resources on par with larger firms while preserving and growing the wealth you’ve worked hard to achieve. Our unique approach keeps costs low without sacrificing quality.

Transparency & Accountability

You deserve a clear view of your progress towards your highest point. Enjoy a check-in schedule that works for you with direct access to your advisor at any time for answers and updates.

Putting Our Clients First

Every person’s path is unique. Your APEX experts will always work to achieve your personal vision of success. Let us help you conquer your challenges and navigate your trail to the top.

Derek C. DeAngelis

Founder And Wealth Manager

Founder, Wealth Manager

As the founder of APEX Wealth Management, Derek firmly believes in the power of planning and always putting the client’s interests first. He has tremendous passion and finds great satisfaction in helping individuals work toward realizing their financial goals and achieving lifelong financial security. Derek has over 23 years experience in the Industry.  Prior to founding APEX Wealth Management, Derek was Co-Founder, Wealth Manager, and CCO of Peak Wealth Management which he helped start and run from 2015 to 2022.  Prior to owning and operating his own Registered Investment Advisory firms, Derek was Vice President with Fidelity Investments, Private Client Group, where he was in charge of financial planning and portfolio management for 450 high net worth families and businesses representing more than $550 Million in assets.

Prior to that, Derek was a Senior Investment Consultant with Fidelity’s Portfolio Advisory Services, a position in which he educated and assisted clients and advisors in New England on investment and asset allocation selection, tax management, trust and estate planning, and plan implementation.

Derek worked for MetLife Resources as a financial advisor and retirement specialist for non for profits primarily in the education and health care sector. Back in 2000, Derek was a mutual fund wholesaler with Fidelity Investments supporting the large broker dealer firms and worked closely with their top advisors across New England on portfolio construction and mutual fund solutions for their client portfolio’s.

Derek graduated from the University of Vermont with a B.A. degree in Psychology and Business.  He resides in Bedford NH with his wife, Heather, and has three boys keeping him busy at home. In addition to helping his clients, Derek enjoys being outdoors, skiing, golfing, hiking, fishing, coaching, and cooking his families favorite Italian dishes.   

Heather DeAngelis

Office Manager

Office Manager 

Heather graduated from Skidmore College and worked in a PR firm in San Diego, CA before joining Fidelity’s marketing team in Boston as an Account Manager. After moving to Portsmouth NH, she took her marketing skills to a travel company called Hideaways International and did account management, as well as travel writing. While at the company, Heather became certified as a Bikram Yoga Instructor and three years later opened her own yoga studio in Concord, NH – Bikram Yoga Concord. She ran the studio for seven years before selling it, so she could spend more time at home with her kids. In addition to working as the Office Manager for APEX Wealth Management, Heather continues to follow her passion for teaching other disciplines of yoga while serving as a Guardian ad Litem for CASA in NH.

Partnerships

The best view comes when you reach the top.
Let us help you get to your APEX.

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