For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives were legally bound to work with the highest integrity and transparency and to always put your needs above all else. Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities, Matthew Chapman Peck, CFP, CIMA, Derek Louis Gregoire, and Keith Winslow Ellis Jr. are independent licensed insurance agents, and ...Owners/Partners of an insurance agency, SHP Financial, LLC.. In addition, other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.
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