29
Growth Score
pts
Heat Score
-14 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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3400996
Peck Wealth Management, LLC offers customized investment advisory services for individuals and small businesses.
- Alison Peck: President & Founder
About the Company
Peck Wealth Management, LLC provides investment advisory services tailored to individuals and small businesses. The firm focuses on managing investment portfolios with an emphasis on preserving and growing asset values. Services include coordinating investment management with other aspects of wealth management such as tax and estate planning. The
investment approach is balanced across global equity, fixed income, and hybrid asset classes, aligning with each client's risk tolerance, lifestyle, and interests.
