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Zachary Scott Perkins

SHP Wealth Management, LLC

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About Zachary Scott Perkins

Zachary Scott Perkins is a financial advisor with SHP Wealth Management, LLC. Zachary has been working in the financial services industry since 2018. Zachary is licensed to provide investment advice in Connecticut, Massachusetts, and New York. Zachary holds the Series 66, Series 7, and SIE licenses. Zachary also has the Chartered Financial Analyst designation. Zachary has experience working for Eaton Vance Distributors, Inc., Morgan Stanley, and Boston Financial Data Services. Zachary specializes in providing financial planning and investment management services for individuals, businesses, high-net-worth individuals, and charitable organizations.

Firm Information

Zachary Perkins 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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Zachary Perkins’s Registration & Firm History

MA

01/27/2025 - Present

SHP Wealth Management, LLC (PLYMOUTH MA)

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Licenses & Designations

BOTH

Issued 10/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Scott Perkins.
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