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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

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.