Advising business owners, retirement plan committees, and individual investors in pursuing their financial goals. We are wealth advisors who specialize in guiding clients towards achieving long term financial freedom. When you have a personal relationship with a trusted advisor helping you navigate big decisions and are no longer stressed about money, you are free to focus on the things that really matter to you.
Our team of wealth managers specializes in helping business owners build and manage their personal portfolios. We've developed the Owner to Investor (O2I) framework specifically for you, the business owner, to address your unique needs and realities directly, build personal assets, and pursue financial freedom.
Our team of wealth managers specializes in helping business owners build and manage their personal portfolios. We've developed the Owner to Investor (O2I) framework specifically for you, the business owner, to address your unique needs and realities directly, build personal assets, and pursue financial freedom.
Services
Compared to other investors, business owners require a different approach because they have different wealth management needs. Much of your wealth is likely locked up inside your company. And yet one day, you will want to reach financial freedom. We specialize in advising business owners on how to build their personal portfolios and invest outside of their companies, both prior to and then after they exit.
Nearly every business owner faces three specific needs which in turn create eight realities that challenge most owners pursuing financial freedom. Other investors who are not business owners do not face these same needs or realities. Therefore, to successfully transition from being a business owner to an investor, a different method is required.
Our team of wealth managers specializes in helping you build and manage your personal portfolio and head down the path toward financial freedom. Our wealth management services and strategies are tailored to the specific needs of our clients. As fee-only financial advisors, our interests are aligned with our clients' long-term personal wealth goals.
Through CoVerity, we provide professional advice to retirement plan investment committees. Our job is to provide retirement plan oversight to help clients make sound decisions, stay ahead of the regulatory curve, and facilitate positive outcomes for participants. Plan sponsors often struggle to stay on top of regulatory and ERISA compliance, manage fiduciary risk, and adequately prepare participants for retirement.
Beyond the walls of our office, Persium employees enjoy various interests, hobbies and talents. The pictures below include something special and unique about each of us. Persium Group consists of three teams: Persium Advisors - wealth management for business owners and other investors, NAVIX - exit planning for business owners, and CoVerity - serving the needs of retirement plan committees.
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