Our goal is your goal. When advising clients we are acting as fiduciaries on behalf of our clients, vowing to act solely in the client's best interest when offering financial advice. Perseus Wealth is a family business with a built-in succession plan. Our father and son foundation combines the best of traditional practice with the ingenuity of a modern voice.
Sticking with you through every season creates a bond built to withstand any storm. We pride ourselves on our long-term engagements and low turnover rates because it means we stand by our clients in whatever life brings. Perseus Wealth is a financial services firm specializing in financial consulting and investment management for high net worth investors.
Sticking with you through every season creates a bond built to withstand any storm. We pride ourselves on our long-term engagements and low turnover rates because it means we stand by our clients in whatever life brings. Perseus Wealth is a financial services firm specializing in financial consulting and investment management for high net worth investors.
Services
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
As we serve our clients long-term, we begin to think of them as family. In the same way, we have our family's best interest in mind; we have your best interest, too. For that reason, we have earned the Accredited Investment Fiduciary designation, meaning we abide by the fiduciary standard of care at all times.
At Perseus Wealth, our mission is to build the optimal framework for achieving our client's financial goals. The best way to do that is to give them appropriate advice, a good plan, and uniquely effective tools. Through the combination of these resources, we believe you can not only achieve your financial objectives but do so in the most efficient and easiest manner possible.
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.
For centuries thousands of the finest Greek soldiers and warriors had attempted the task of conquering Medusa and failed. They were all turned to stone with no way to move forward or modify their strategies. Perseus, the young son of a poor fisherman, was challenged to become the exception. His singular success came from a combination of specially crafted tools, expert advice, and strength of will.
Reviews
Be the first to review Perseus Wealth.
Write a Review
