Paula S. Peck began working in the financial planning and wealth management industry in 1983. She received her Certified Financial Planner (CFP®) designation in 1984, and her Masters of Arts and Economics from Cleveland State University in 1991. For nearly twenty years, Paula worked hand-in-hand with high net worth individuals providing financial planning, wealth management, and investment advisory services. On April 10, 2002, Paula founded Peck & Associates, LLC to bring her acquired skills to the residents of Northeast Ohio. We met with Paula recently, and listened as she provided this overview of the services available at Peck & Associates, LLC;

Peck & Associates, LLC specializes in customized wealth management, investment advisory, and family office services. I assist my clients with all of their financial matters, from overseeing their daily finances to addressing their retirement needs and monitoring their investments. As a Registered Investment Advisor (RIA) with the State of Ohio, I am a fee-based financial planner and do not have a financial interest in recommending any particular investment.

Through my family offices services, I provide a central location where families can have all of their financial information sent. I quarterback, so to speak, for the family and help coordinate their activities between their accountant, attorney, and investment advisor. In this role, I function as their personal Chief Financial Officer (CFO).

I provide numerous financial planning services, ranging from basic financial planning to comprehensive financial plans. After carefully reviewing my clients' cash flow, assets, net worth, and tax situation, I help them develop financial plans that enable them to achieve their long-term financial goals.

The third piece of the equation is my investment advisory service. I meet with my clients to determine where their assets are placed, advise them on reallocating their assets, and monitor their investments to ensure they are performing satisfactorily.

Most importantly, I do not sell any products. As a result, my clients are assured that the sole motivation for my advice and recommendations is my desire to help them succeed.

There's nothing more important than your family's financial future. Call Peck & Associates, LLC today, and don't forget to tell them The Advocate sent you!

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