A fee-only, Wealth Management firm, offering assistance in the following areas:

Family Office Services  *  Financial Planning Services 

  Investment Advisory Services

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For Investment Advisory Clients:

    To access your Investment Account or view our Privacy Statement, Advisory Agreement and ADV Part II  

click here.

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7976 Broadview Rd. * Suite 109A * Broadview Hts. * Ohio * 44147

Phone:216.520.1323      Fax:216.472.2959

Contact: Paula S. Peck, President

email: paula@peck-associates.com