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RIA · CRD 140128State-Registered Investment Adviser

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Fearless Wealth

Fearless Wealth is a trade name for Peck Wealth Management, LLC and describes itself as modern retirement planners for professionals who value math over moods.

Overview

Fearless Wealth is a trade name for Peck Wealth Management, LLC and describes itself as modern retirement planners for professionals who value math over moods. It is a fee-only, fiduciary advisory firm offering educational, evidence-backed retirement planning and portfolios. The firm was founded in 1998 to challenge generic model portfolios and one-size-fits-all advice, serving clients across the U.S. with clarity and personal stewardship.

General information

Firm type

RIA

Year founded

1998

Location

Country

United States

City

Kirkland

Principals

RC Peck

Founder & Principal

Beatriz Soriano

Relationship Manager

Paul Brannan

Institutional Manager

Scott Smith

Communications Manager

Michael Shuman

Operations Manager

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