About

At Perseus Wealth, our mission is to build the optimal framework for achieving our client’s financial goals. The best way to do that is to give them the right advice, a good plan, and uniquely appropriate tools. Through the combination of these resources, we believe you can not only achieve your financial objectives but do so in the most efficient and easiest manner possible.

As we serve our clients long-term, we begin to think of them as family. In the same way, we have our family’s best interest in mind; we have your best interest, too. For that reason, we have earned the Accredited Investment Fiduciary designation, meaning we abide by the fiduciary standard of care at all times. This is a promise that we act solely in our client’s best interest when offering advice or making financial decisions. While the advice we do offer is personalized and tailored to each client’s unique vision, there are some general principles that we believe in and apply universally. These include:

For centuries thousands of the finest Greek soldiers and warriors had attempted the task of conquering Medusa and failed. They were all turned to stone with no way to move forward or modify their strategies. Perseus, the young son of a poor fisherman, was challenged to become the exception. His singular success came from a combination of specially crafted tools, expert advice, and strength of will. Applying the combination of all three led to his ultimate success.

Perseus Wealth has a tradition of having our clients nominate the charities that resonate most strongly with them. At the end of each year, selected charities then receive a donation from Perseus Wealth, in our client’s name, to benefit those of most concern to our clients and “pay it forward”.