I do what I do to help you know what you don't know...financially. I am an investment advisor and personal finance specialist, not a banker, not a broker or a commissioned-based salesperson. There are no "stuffed suits," no snobby, pretentious receptionists, or Wall Street investment speak, just a commitment to building relationships with individuals and institutions seeking straightforward advice specific to their financial needs.
There is a difference. The work that I do and the service offering I provide has both tangible and intangible financial elements. The tangible elements make sense; you can touch it and feel it: a piece of property, a stock certificate, or the money in your bank. The complexity lies in the intangible elements, the personal financial nuances in life you have to define, manage, and (attempt to) control. These are your dreams, goals, your apprehensions, and most importantly, your notions about money. My role is to help manage risk and its manifestations, to help you know what you don’t know, and to help you focus on what you want to accomplish—after all, money is only a means to an end.
Do you need an advisor? For most people, the answer is yes. The folks that I work with don’t have the time, the desire, or the inclination to manage all of their financial affairs. They are busy people from all walks of life and varied backgrounds. Many clients already had a financial service provider in the beginning and through our discovery process, we found one or many financial planning concerns.
Thanks for stopping by. Let's talk.
Matthew D. Peck
President, Graydel Capital, LLC
[email protected]
806.392.4405
There is a difference. The work that I do and the service offering I provide has both tangible and intangible financial elements. The tangible elements make sense; you can touch it and feel it: a piece of property, a stock certificate, or the money in your bank. The complexity lies in the intangible elements, the personal financial nuances in life you have to define, manage, and (attempt to) control. These are your dreams, goals, your apprehensions, and most importantly, your notions about money. My role is to help manage risk and its manifestations, to help you know what you don’t know, and to help you focus on what you want to accomplish—after all, money is only a means to an end.
Do you need an advisor? For most people, the answer is yes. The folks that I work with don’t have the time, the desire, or the inclination to manage all of their financial affairs. They are busy people from all walks of life and varied backgrounds. Many clients already had a financial service provider in the beginning and through our discovery process, we found one or many financial planning concerns.
- They were not receiving the attention they deserved.
- They were paying an unnecessary amount to compensate other professionals.
- They were concerned about affording the investment mistakes they made in the past.
- They encountered a major service issue that cost them time, money and taxes—and sometimes the service issue became a regulatory nightmare.
- A life-changing event occurred, and they were uncomfortable with the advice they were given.
Thanks for stopping by. Let's talk.
Matthew D. Peck
President, Graydel Capital, LLC
[email protected]
806.392.4405