Broker Check

Services Provided

With an established in-house succession plan, the team at Perseus Wealth provides a consistent financial foundation utilizing the highest-quality wealth management services to affluent individuals and generations of their families.

Specialties

  • Comprehensive financial plan creation and implementation
  • Highly customized and tax efficient investment strategies
  • Concentrated stock evaluation and diversification tactics
  • Generational wealth transfer strategies
  • Insider constraints
  • Deferred compensation
  • Sophisticated tax planning
  • 24/7 Access

Integrity

We pride ourselves on holding the CFP® designation. This designation mandates due diligence not required by other advisors, including adherence to strict ethical guidelines. LPL Financial’s open architecture model allows us to offer objective and independent advice from any number of best in class managers and investments.

Investment Philosophy

The planning process determines the appropriate asset allocation structure. The investment vehicles chosen are based on the client’s specific situation with regard to taxes, previous holdings, and preferences. We place particular emphasis on bringing about the best returns given our clients’ requirements, with the least volatility and tax implications.

Compensation

Our fees include comprehensive financial planning, investment implementation and review. A flat fee is charged for the creation and maintenance of a comprehensive financial plan. Should you choose our firm to conduct ongoing asset management, percentage fees are dependent on the asset level, asset allocation, and vehicles used.

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you persue those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.


info@perseuswealth.com  |  925-938-2800