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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

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.