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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

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.