Broker Check


Effective Strategies for your ideal tomorrow

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.

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Services Provided

Our Philosophy

Our Team

The Planning Process

How to Choose a Planner

Documents Needed

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.
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