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Organic Growth Through Client Focus & CultureOrganic Growth Through Client Focus & Culture

Learn how SHP Financial is driving growth organically with a focus on client needs.

January 27, 2025

Matthew Peck, Co-CEO & CIO of SHP Financial, discusses the firm's unique approach to wealth management. Learn how SHP Financial prioritizes organic growth, cultivates a strong company culture, and leverages technology to deliver a 'family office' level of service to clients with $2-$5 million in assets.