We are committed to a human approach to wealth management. That means we pick up the phone on the first or second ring. And if not, it's because we are on a call and will call you back within the day. We work for you and your money.
Our client experience is rooted in these fundamental promises and benefits:
As your fiduciary, we partner with you. Together, we create a real-life financial plan, meeting you where you are and then creating a strategy that takes into account your wants and understands your needs, goals, and tolerance for volatility. All to make sure your money gets you to where you want to be in a safe, predictable, and transparent way.
We actually ask you to write down your wants. Harvard asked its graduating class if they had written goals. Only 3% did. At the ten-year class reunion, the same question was asked again. The 3% that had written goals were 10X more likely to have achieved them.
We provide Weekly Coaching Calls. Whether you want to talk to us about how to handle your 25-year-old daughter calling you with a $7,000 credit card bill that she wants you to pay off. Or because you are really interested in having a core position in Tesla or the Uranium sector. Or you are interested in buying into a REIT that is guaranteeing a 9.5% return over the next five years. We will talk through the pros and cons of all of your money choices and leave you with clear next steps.
We want you to be an even better manager of your money. We teach you to ask even better questions about how to spend, save and grow. We know that the better questions you are taught to ask the better we both will be in managing and growing your money. Asking the right questions is 95% of the game.
We provide you with your own WEALTH DASHBOARD™. We want you to have clarity, control, and understanding of what is going on with all of your money, not just the money we manage for you. The Wealth Dashboard™ is a powerfully simple tool we use that will instantly tell you how you are doing. And if something is not working, the Dashboard tells you immediately what needs to be adjusted. Our clients love the feeling of empowerment that we facilitate. They know their entire net worth is on the right path, not just because we told them, but because they can see it with their own eyes.
We share all our tools and investment strategies with you. We want you to have all the same access and understanding that we do. We want you to be well informed about the why and when and how of our approach. Our goal is to greatly minimize or even eliminate market anxiety from your life. And part of the way we accomplish this is by letting you in and showing you how it all works.
If you’d like to see how your money management experience would be different with us, the next step is always the easiest.
Investment Advisory Services offered through Peck Wealth Management, LLC. A Washington State & California State Registered Investment Advisor. Access to Peck Wealth Management, LLC (PWM) is only available to PWM clients pursuant to an investment advisory agreement and acceptance of our Client Relationship Summary and Brochure (Form ADV, Parts 2A, and 2B). You are encouraged to read these documents carefully. All investments involve risk and may lose money. PWM does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of the Model Portfolios. Past performance is no guarantee of future results. Each Personal Portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. PWM retains the right to revise or modify portfolios or strategies if it believes that such modifications would be in the best interest of its clients.
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If you have a question about your account or you want to speak to customer service, call 650.257.0207 Monday-Friday, 9 AM to 5 PM Pacific time. Fearless Wealth, Inc., FearlessWealth.com, and all communications from FearlessWealth are not an offering for any investment. Fearless Wealth is a stock research company only. Fearless Wealth does not provide financial advice and is not a registered investment adviser. Fearless Wealth publishes investment information, ideas, and opinions based on technical investing and what we've learned as financial observers. Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest and is not in any way a testimony of, or associated with, RC Peck’s investment advisory firm. Any index referenced for comparison is unmanaged and cannot be invested in directly. This message may contain information that is confidential or privileged and is intended only for the individual or entity named above and does not constitute an offer for or advice about any alternative investment product. Such advice can only be made when accompanied by a prospectus or similar offering document. Past performance is not indicative of future performance. Please make sure to review important disclosures at the end of each email and page. Note: Joining the Fearless Wealth email or community is not an offering for any investment. Investors should discuss any investment with their personal investment counsel. RC Peck is not your personal investment counsel unless you have a current signed agreement with him directly. Before seeking any advisor's services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document or offering memorandum.
PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THERE IS A RISK OF LOSS AS WELL AS THE OPPORTUNITY FOR GAIN WHEN INVESTING. WHEN CONSIDERING ALTERNATIVE INVESTMENTS, INCLUDING GOLD AND LEVERAGED FUNDS, YOU SHOULD CONSIDER VARIOUS RISKS INCLUDING THE FACT THAT SOME PRODUCTS: OFTEN ENGAGE IN LEVERAGING AND OTHER SPECULATIVE INVESTMENT PRACTICES THAT MAY INCREASE THE RISK OF INVESTMENT LOSS, CAN BE ILLIQUID, AND ARE NOT REQUIRED TO PROVIDE PERIODIC PRICING OR VALUATION INFORMATION TO INVESTORS, MAY INVOLVE COMPLEX TAX STRUCTURES AND OFTEN CHARGE HIGH FEES.