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SHP Wealth Management, LLC

Headquartered in PLYMOUTH, MA

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Firm Information

SHP Wealth Management, LLC is a financial advisory firm headquartered in Plymouth, MA. The firm offers financial planning, pension consulting, and educational seminars. They manage portfolios for individuals, businesses, and charitable organizations. SHP Wealth Management has approximately $1.1 billion in assets under management and serves over 2,500 clients.

SHP Wealth Management, LLC

225 WATER ST

PLYMOUTH, MA 02360

$1.10B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

Branch Locations (1)

SHP WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

PLYMOUTH, MA

Advisors at SHP Wealth Management, LLC

View All 26 Advisors
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Joshua Richard Kosinski

RA

PLYMOUTH, MA

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Raphael Hanna

RA

PLYMOUTH, MA

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Rafael Gregory Reyes

RA

PLYMOUTH, MA

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William C Malagodi

RA

PLYMOUTH, MA

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Cameron Joseph Iarrobino

RA

PLYMOUTH, MA

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Bradley Parillo

RA

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Amanda Glennon

RA

PLYMOUTH, MA

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Owen Michael Imparato

RA

PLYMOUTH, MA

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Disclosures

There are no public disclosures for SHP Wealth Management, LLC.

Frequently Asked Questions (16)

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