Chris Gaffney: Awarded 2020 Boston Five Star Wealth Manager!

Peak Financial Management is proud to announce that for the second consecutive year, Senior Wealth Advisor, Chris Gaffney, has been named a 2020 Five Star Wealth Manager. Using objective eligibility and evaluation criteria, Five Star Professional grants the designation to wealth managers who they determine consistently demonstrate professional excellence and provide exemplary services to their clients. Award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing.

“I’m very pleased to again be recognized by Five Star and appreciate their acknowledgement that Peak Financial Management has a comprehensive approach to wealth management that stands out from the crowd. There are many professionals and firms in the industry for folks to choose from and we have always maintained that Peak has a distinct and innovative approach to wealth management that sets us apart. Individuals, families and businesses desiring a holistic view of their finances and a strategic blueprint for reaching their goals are welcome to partner with us. Through hard work and collaboration, we’ll continue doing all we can to provide clients with the clarity and understanding to best navigate their unique situations.”

Peak congratulates Chris for continuing the firm legacy of receiving the Five Star Wealth Manager award. We are always happy to assist anyone who has questions or needs help with the vital aspects of their financial lives. Come work with us – we see the difference.


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.
Additional information, including management fees and expenses, is provided on Peak’s Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure Site at