# SHP Wealth Management

SHP Wealth Management is a Multi Family Office based in Plymouth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** 225 Water Street, Building C, Suite C210, Plymouth, MA 02360, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** shpfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/shp-financial

## Regulatory record

- **CRD number:** 174697
- **SEC file number:** 801-108679
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174697

## About

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. 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.

## Sectors

- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning

## Offices

- Woburn, MA
- Hyannis, MA
- Marlborough, MA (satellite)
- Braintree, MA (satellite)

## People

- Derek Gregoire — Co-Founder
- Keith Ellis — Co-Founder
- Matthew Peck — Co-Founder, CFP®, CIMA®
- Mark Kenney — Financial Advisor
- Keith McManus — Trust and Estate Specialist

## Questions

### Who runs investment decisions at SHP Wealth Management?

Investment and planning decisions are led by the three co-founders — Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®. Peck holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations. The firm has not disclosed a separate Chief Investment Officer or investment committee beyond the founding team.

### How does SHP Wealth Management source its clients?

The firm builds its client base through educational content, including a podcast, published books, downloadable guides, and a local multi-office presence across eastern Massachusetts. Client testimonials on the firm’s website cite referrals as a meaningful driver, though no formal referral program or institutional channel has been disclosed.

### What is the SHP Retirement Road Map?

The SHP Retirement Road Map© is a proprietary five-part planning framework covering income, investment, tax, healthcare, and legacy and estate planning. The firm has published a book detailing the process and produces a podcast under the same brand, using it as the central client-engagement and advice-delivery mechanism.

## Related profiles

- [SHP Pension Fund](https://altss.com/profile/shp-pension-fund)
- [SHR Capital Partners](https://altss.com/profile/shr-capital-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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