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.
Services Provided
Our Philosophy
Our Team
The Planning Process
How to Choose a Planner
Documents Needed
