SHP Wealth Management LLC
Legal Name: SHP WEALTH MANAGEMENT, LLC
Full Contact Details
SHP Wealth Management LLC
225 WATER ST, SUITE C210, PLYMOUTH, MA
508-746-2400
508-746-2415
Other Info
SHP Wealth Management LLC is a registered MA Limited Liability Company with 24 employees, including 11 advisors. With an SEC registration approval date of November 29, 2016, the firm currently serves a single client.
SHP Financial | Retirement Planning, Wealth Management & More
SHP Financial is a financial planning & wealth management company in Plymouth near Boston, MA. We specialize in assisting clients in or nearing retirement.
Direct Owners
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DEREK L.(MI ONLY) GREGOIRE
VICE PRESIDENT/MEMBER owns less than 5%
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GREGOIRE & ASSOCIATES, LLC
OWNER/ MEMBER owns more than 25% but less than 50%
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HELICON MTN GROUP, INC
OWNER/MEMBER owns more than 25% but less than 50%
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KEITH ELLIS & ASSOCIATES, LLC
OWNER/MEMBER owns more than 25% but less than 50%
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MATTHEW CHAPMAN PECK
PRESIDENT/CHIEF COMPLIANCE OFFICER/MEMBER owns less than 5%
Indirect Owners
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DEREK L.(MI ONLY) GREGOIRE
OWNER/MEMBER owns 75% or more
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KEITH WINSLOW ELLIS
OWNER/MEMBER owns 75% or more
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MATTHEW CHAPMAN PECK
OWNER/MEMBER owns 75% or more