Home | Pelorus Wealth Management

The Power of Education

We are dedicated to educating the public so they can make informed decisions about their future.

Pursuing Success Through Guidance

We are committed to providing our clients with the guidance they need to build their financial confidence as they plan for and transition into retirement.

A Commitment to Integrity

We strive to put our clients' needs first. Every experience is based on transparency, accountability, and straight-forward advice.

About Us

We are a community-oriented and family-owned financial services firm. We are independent advisors who tailor insurance and wealth management solutions for individuals as they plan and enjoy their retirement.

Our Philosophy

As a diverse group of financial professionals with a broad range of specialties, we strive to educate, inform, and guide our clients in pursuit of their financial goals.

Our Process

Our thorough evaluation and ongoing support provides you with the important information you need to make informed decisions in an ever-changing market.

Why Pelorus?

We are dedicated to meeting each of our client’s needs through education and guidance.

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing in building wealth, protecting your family, or preserving your assets, our personalized service focuses on your needs, wants, and long-term goals.

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