The Peck Bulgin Difference

According to Reuters, there are over 250,000 financial advisors in the U.S. today. With so many choices, the task of finding the right advisors can seem daunting. The Peck Bulgin team of professionals is here to simplify the process. Peck Bulgin Wealth Management is comprised of a team of educated, informed individuals who are driven by an unyielding moral compass. If you are looking for people who speak with you, not to you, you have come to the right place. There is a difference between Peck Bulgin Wealth Management and the sea of advisors out there. And you will be glad there is.

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Retirees & Pre-Retirees

The transition from working life to retirement is one of the most rewarding AND challenging times in a person’s life. Emotions like relief and excitement start to make room for worry and panic ...
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Corporate Executives

Corporate executives face many unique challenges and are often so consumed by their occupations that they are unable to dedicate the necessary focus to their personal financial situations ...
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Guardianships & Court Ordered Depositories

Guardianship is a distinct and unique type of judicial matter. Unlike other cases, guardianships may remain open for years or even decades ...
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Florida Retirement System (FRS) Participants

Individuals who retire from the FRS must closely follow a set of steps to ease the transition into a comfortable retirement ...
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Extensive Knowledge & Expertise

**Jesse A. Peck, J.D., WMS** Vice President - Investments

Casey Bulgin, CFP, CRPC — **Casey Bulgin, CFP^®, AEP^®, CRPC^®** Vice President - Investments

J.D.

The Juris Doctor (J.D.) is a professional doctorate achieved through a rigorous field of study focused on the law

CFP^®

CFP^® professionals are among a select category of financial planners that have completed extensive training, experience requirements and are held to rigorous ethical standards.