Pegasus Partners

Comprehensive wealth management for a single fee on investable assets with a focus on Investment Management, Financial Planning, and Family Wealth Transfer. Develop a personalized investment management strategy with the proper asset allocation and product choices. Determine risk tolerance to create a comprehensive financial and investment plan that fulfills long-term needs.

Review various scenarios to test the ability of the financial plan to reach long-term income requirements. Integrate the business into the comprehensive financial analysis both as an asset and for possible benefits. Recommend the most cost-effective and successful strategies of setting aside funds for college.