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Jack Alan Tomczyk

SHP Wealth Management, LLC

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About Jack Alan Tomczyk

Jack Tomczyk is an Investment Adviser Representative registered with SHP Wealth Management, LLC. Jack is also a registered Investment Adviser in Massachusetts. Jack works in the firm's Plymouth, MA office. Jack has been in the industry since May 2019. Jack has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Jack has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and other investment advisors.

Firm Information

Jack Tomczyk is currently registered with SHP Wealth Management, LLC. 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

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Jack Tomczyk’s Registration & Firm History

MA

10/25/2021 - Present

SHP Wealth Management, LLC (PLYMOUTH MA)

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Licenses & Designations

IA

Issued 07/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Alan Tomczyk.
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