Services Provided

Perseus Wealth prides itself on offering comprehensive wealth management services. This means we center our investment strategies on providing the necessary income and returns to meet each of your financial goals. Through the use of bespoke strategies, we tailor our service directly to your situation. No client will receive the same investment plan but instead will receive a plan that is personal to their past, present, and future financial situations.

Our services include:

Our services include:

  • Risk Management

  • Tax Planning

  • Investment Management

  • Retirement Planning

  • Estate Planning

  • Employee Benefit/Retirement Plan Design

  • Equity Compensation Analyses

  • Philanthropic Strategies

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. | 925-938-2800