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Matthew Chapman Peck

Shp Wealth Management, LLC

Plymouth, MA

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Current Employers
Shp Wealth Management, Llc

225 Water St Suite C210, Plymouth, MA 02360 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-07
MA RA APPROVED 2015-10-28
  • TX RA
    APPROVED_RES
    Since 2019-01-07
  • MA RA
    APPROVED
    Since 2015-10-28

Branch Locations

225 Water St Suite C210, Plymouth, MA 02360 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shp Financial, Llc Plymouth MA 09/2003 12/2025
Shp Wealth Management, Llc Plymouth MA 11/2015 12/2025
Helicon Mt. Group, Inc Dorchester MA 01/2012 Present
Juvenal Marketing Plymouth MA 01/2018 12/2021
Four Hands, Llc Plymouth MA 01/2021 Present
Shp Holding, Llc Plymouth MA 06/2022 Present
Nationwide Investment Solutions, Llc Nantucket MA 06/2023 12/2025
Shp Wealth Management, Llc Plymouth MA 11/2015 Present
Shp Financial, Llc Plymouth MA 09/2003 Present
  • 09/2003 → 12/2025
    Shp Financial, Llc
    Plymouth, MA
  • 11/2015 → 12/2025
    Plymouth, MA
  • 01/2012 → Present
    Helicon Mt. Group, Inc
    Dorchester, MA
  • 01/2018 → 12/2021
    Juvenal Marketing
    Plymouth, MA
  • 01/2021 → Present
    Four Hands, Llc
    Plymouth, MA
  • 06/2022 → Present
    Shp Holding, Llc
    Plymouth, MA
  • 06/2023 → 12/2025
    Nationwide Investment Solutions, Llc
    Nantucket, MA
  • 11/2015 → Present
    Plymouth, MA
  • 09/2003 → Present
    Shp Financial, Llc
    Plymouth, MA
Previous Registrations
  • 2012-10-15 → 2016-07-05
    Global Financial Private Capital, Inc.
    Plymouth, MA
    Sarasota, FL
Other Businesses

(1) SHP Financial; Plymouth, MA; insurance agent; provides insurance services; investment related; 20 hours per week (2) Juvenal Marketing; Plymouth, MA; Director; marketing services; not investment related; 1/1/2018 start date; 2 hours per week (3) Matthew C. Peck, CFP® CIMA® is a partner of Four Hands, LLC. Four Hands has minor ownership interests in Triad Partners, which SHP may use to write annuity and life insurance business through. SWML will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will an advisory client be required to use the outside services of any supervised person as a condition of receiving advisory services of SWML. No client is under any obligation to purchase any insurance product.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-27
  • S65 Uniform Investment Adviser Law Examination
    2012-07-27
Designations
Other Names
  • Mathew Peck
  • Matthew Peck

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