VerifiedInvestment Management· Founded 2015

Pegasus Partners Ltd

Wealth management consulting with individuals, families, and foundations. Our objective is to provide our clients with uniquely tailored, conservative, low-cost, fee-based comprehensive wealth management planning. Specialties: comprehensive fee-based wealth management including investment management, risk assessment, liquidity needs, insurance analysis, education savings, closely-held business consulting, tax planning, charitable giving, and retirement savings

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United States22(11 to 50)$1M to <$10M2015pegpartnersltd.com LinkedIn

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1client services
1compliance and operations associate
1director of analytics & head trader
1director, wealth management services
1founder, ceo
1wealth advisor & partner

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