Perseus Wealth

(925) 938-2800
1600 S Main St Ste 285, Walnut Creek, California, 94596

About us

Perseus Wealth Welcome to Perseus Wealth Perseus Wealth is a financial services firm specializing in financial consulting and investment management for high net worth investors. We bring more than 40 years of experience to our practice to assist clients in their quest for financial knowledge and control. We liken this search for financial security to the Greek mythological story of Perseus, who accomplished the impossible by making the most of the unique tools and help he received. Our firm provides its clients with unique tools to assist in planning for retirement, caring for loved ones, educating their children, and leaving a legacy. We look forward to seeing how we can help you along your journey.

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