Investment Management
Individuals, Families, Foundations, and Trusts
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.
Investment Management
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.
