SHP Wealth Management

SHP Wealth Management

SHP Wealth Management was formed in 2014 by co-founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, operating from its Plymouth, Massachusetts headquarters. The firm serves individuals, high-net-worth families, and corporations through a proprietary planning framework branded as the SHP Retirement Road Map©. This framework anchors the advisory relationship in five pillars: income planning, investment management, tax strategy, healthcare cost preparation, and legacy and estate design. Additional professionals named in client testimonials include financial advisor Mark Kenney and trust and estate specialist Keith McManus. The firm’s investment approach integrates portfolio management with tax-aware positioning and retirement-income sequencing, reflecting a planning-first rather than product-first posture. Its published intellectual property — including a dedicated podcast, a book detailing the five-part Road Map process, and a library of guides on recession-proofing, 401(k) management, and women’s retirement planning — signals a strategy built on client education and repeatable workflow. The advisory team conducts risk assessments and identifies fee reduction opportunities, though the firm does not publicly name individual underlying fund managers, direct holdings, or platform providers. Geographic reach concentrates on New England, with fully staffed offices in Hyannis and Woburn alongside the Plymouth main office, plus satellite meeting locations in Marlborough and Braintree. No co-investment vehicles, fund-of-funds structures, or institutional separate accounts have been disclosed. SHP Financial has offered financial planning services in New England for over 20 years, though the incorporated entity dates to 2014. The firm maintains three primary Massachusetts offices and two satellite meeting locations, but team size and total assets under advisement are not publicly reported. Recent activity shows the podcast series continuing with interviews of outside tax and estate professionals — for example, an episode featuring tax strategist Alina Osokhovska on retirement tax mistakes demonstrates sustained intellectual-property production. No philanthropic foundation, real-asset arm, or external club memberships tied to the firm have been disclosed. Structurally, SHP Wealth Management blends an RIA’s fiduciary rigor with a multi-family-office service set — delivering estate planning and healthcare coordination that many advisory practices outsource — all under a single proprietary process mark. Its succession and governance structure are not publicly detailed, but the firm’s reliance on a branded methodology rather than a single marquee rainmaker spreads execution risk across the three founding principals.