DAVE PEQUET AND MATT PEQUET
MPI WEALTH MANAGEMENT LLC
After serving in the Navy and being a stock and bond broker for 10 years, in 1986, Dave Pequet founded MPI Wealth Management LLC, a registered investment advisory firm. “We are independent and do not sell any financial products and therefore can act as a client’s fiduciary. Our compensation is not commission-based and structured so that when you are successful, we are successful,” explains Pequet, who welcomed his son, Matt, into the business 18 years ago. Together, they provide conservative asset management tailored to a client’s needs and objectives—always putting the client’s best interests first. “Risk is relative and perceived differently by each and every investor. Our firm has successfully navigated through good markets and bad for 36 years.” Pequet says he is grateful to the family friend who convinced him to go to Wall Street after leaving the Navy. “It turned out to be a very valuable piece of advice,” he says. “We are very proud that the firm has a long-standing, successful track record and has remained independent, family-owned, and active in the community for nearly four decades. I invite you to allow us to utilize this experience to help you design an investment approach that meets your goals and allows you to sleep at night.”
For more information, visit mpiwealthmanagement.com.