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Welcome to Perseus Wealth

Perseus Wealth is a financial services firm that specializes in financial consulting and investment management for high net worth investors. We bring more than 40 years of experience to our practice to assist clients in their quest for financial knowledge and control.

We liken this search for financial security to the Greek mythological story of Perseus. Our firm provides its clients with unique tools to help accomplish difficult tasks: planning for retirement, caring for loved ones, educating their children, and leaving a legacy.

We look forward to seeing how we can help you along your journey.

Helpful Content

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.