"It is not enough to make initial prudent decisions and assume the best. Investing is as fluid as the ever changing world economies. Investment management is as much an art as a science; therefore, human input and informed market judgement play an important role."
Alison Peck, CFA
Peck Wealth Management (PWM) serves as an investment advisor for a wide variety of private wealth and retirement accounts. Our clients look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial peace of mind in retirement.
While each of our clients is unique, they all have one thing in common: They want unbiased investment advice. As we are a Registered Investment Advisor (RIA) with the SEC, we are required to act in a fiduciary capacity and solely in the best interest of each client. PWM’s commitment to research, education and independence is our asset that we share with all of our clients.
By offering our services to 401(k) Retirement Plans we have the opportunity to apply our expertise at the most critical time in the life cycle of building wealth- the early days of savings. The art of compounding at higher levels of returns is as magical as watching seeds grow into flowers.SAVE SMARTLY + INVEST WISELY = RETIREMENT WEALTH
We often review individual client 401(k) accounts as part of our family wealth planning services and typically see many that are poorly constructed and fee-intensive. PWM’s Retirement Plan services are designed to enhance wealth creation within the 401(k) structure