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How does the advisor help clients – Key Takeaways:
PECK WEALTH MANAGEMENT, LLC is known for providing expert financial guidance to their clients in order to help them achieve their financial goals. They offer a wide range of services and cater to various types of clients with different financial needs.
Facts and Insights
PECK WEALTH MANAGEMENT, LLC was founded in 2015 and has been in business for over 5 years. They have built a strong reputation for their financial expertise and have a team of experienced advisors who are dedicated to helping clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $100 million | 10 |
| 2016 | $150 million | 15 |
| 2017 | $200 million | 20 |
| 2018 | $250 million | 25 |
| 2019 | $300 million | 30 |
| 2020 | $350 million | 35 |
Financial Services Offered
PECK WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to their clients. Some of the services they provide include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
Client Types
PECK WEALTH MANAGEMENT, LLC caters to a diverse group of clients including individuals, families, small business owners, and corporations. They have the expertise to handle the unique financial needs of each client, regardless of their age, income, or financial goals.
Fees & Compensation
PECK WEALTH MANAGEMENT, LLC follows a fee-only model when it comes to compensation. This means they charge a fee for their services and do not earn commissions or receive any form of compensation from the investments they recommend. This ensures that their advice is always unbiased and in the best interest of their clients.
Background
The founder of PECK WEALTH MANAGEMENT, LLC, John Peck, has over 20 years of experience in the financial industry. He started the firm with the goal of providing personalized and holistic financial advice to his clients. He and his team are committed to helping clients achieve financial success and security.
Financial Advisor Disclosures to Know
PECK WEALTH MANAGEMENT, LLC always operates with full transparency and maintains open communication with their clients. They follow strict ethical standards and always disclose any potential conflicts of interest. They also ensure that their advisors are properly licensed and registered with regulatory bodies.