Peck Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission. We manage investments for wealthy individuals, families, foundations, trusts and retirement funds. We strive to be the optimal firm for those who desire objective, holistic investment management and advice without proprietary influence. We reach out to the leading research and technology available today to support our emphasis on diligent oversight.
We provide customized account management, which is coordinated across an entire family or enterprise relationship. Accounts are managed separately and reflect the specific objective of each Client. Portfolio holdings span the full range of global equity and fixed income publicly traded securities and funds.
We serve as an independent advisor to fiduciaries such as trustees and foundation boards. In this capacity we design investment policies and apply our process in selecting and monitoring specialized managers. Corporate executives retain us to serve as a sounding board for a variety of shareholder initiatives.