Our goal is your goal. When advising clients we are acting as fiduciaries on behalf of our clients, vowing to act solely in the client’s best interest when offering financial advice.
Traditional Foundation. Modern Approach.
Perseus Wealth is a family business with a built-in succession plan. Our father and son foundation combines the best of traditional practice with the ingenuity of a modern voice.
Long Engagement. Longer Marriages.
Sticking with you through every season creates a bond built to withstand any storm.We pride ourselves on our long-term engagements and low turnover rates because it means we stand by our clients in whatever life brings.
Perseus Wealth is a financial services firm specializing 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, who accomplished the impossible by making the most of the unique tools and help he received. Our firm provides its clients with unique tools to assist in 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.
We provide an institutional money management approach for each of our clients. By partnering with Helios Quantitative, investment recommendations are driven by quantifiable and continuously monitored investment data to ensure our client’s investment information is objective and unbiased.
"Every day is a bank account, and time is our currency. No one is rich; no one is poor, we've got 24 hours each."
"The successful warrior is the average man, with laser-like focus."
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
“Wealth is the ability to fully experience life.”
- Henry David Thoreau
“The goal isn’t more money. The goal is living life on your terms.”
- Chris Brogan