Our planning Services

Pegaesus Advisors provides the services of a large financial institution with the flexibility to adapt to your needs like a small boutique family office.

Financial Planning

We will help you wisely manage your finances to achieve certain goals and dreams, while at the same time helping negotiate the financial barriers that inevitably arise in every stage of life to help you achieve your life goals.

Investment Management

Although the importance of trusted, unbiased investment advice is more important than ever, it is often difficult to find.  Pegaesus Advisors is a Registered Investment Advisor and not affiliated with any broker/dealer.  Our investment philosophy focuses on your objectives and removes conflicts of interest often found with traditional investment relationships.  We also offer a wide variety of investment solutions and then customize those solutions to each of your individual goals.   To read more about our investment philosophy, click here.

retirement planning

More than ever, you’re probably concerned about your retirement years.  If you are nearing or in retirement, you are probably wondering if you can maintain your lifestyle without jeopardizing your security down the road.  We use our collective knowledge and sophisticated tools to help you determine where you stand and what your options are.  We can model different alternatives to see how different decisions you may make will increase your chances of meeting your goals and gaining back the peace of mind you may have lost.

education planning

As a parent, helping your child find the right college and how to pay for it can be one of life’s most stressful events.  If you’re a grandparent, you may want to help your grandchildren get a great education.  But the wide variety of ways to save for college and the complexity of the financial aid and college selection process can be overwhelming.  With the help of our network of experts, we can help with all aspects of education planning: saving for college using the right vehicles given your family’s personal financial situation, helping with the college search and applying for merit or needs-based aid. 

Risk Management & Insurance

In a complex world, there is greater exposure than ever to liabilities and risks. The stakes are very high but the risks to your goals and dreams may not be fully understood.  Fortunately, with careful planning and implementation many of these risks can be identified, limited or eliminated—and most importantly create the peace of mind you deserve.  We will ensure that your team works together to find solutions that meet your short and long term goals—integrating your entire financial picture.

Securities Backed Lending

Not only can you be prepared for the unexpected, you may have the flexibility to take advantage of the possibilities that tomorrow has in store. You may be able to access the value of your account without liquidation by borrowing against it with no taxable events or by taking your assets out of the market.

Estate and Trust Planning

In a complex estate-planning environment, it is imperative that you and your family are fully prepared for an unexpected health issue or untimely death.  With a network of excellent estate planning attorneys, we help you to understand the issues that are important to you and your family.  Whether it’s protecting your assets for children and grandchildren, reducing gift and estate taxes or making sure that your wishes for health care and end of life decision-making are understood and documented, we will work with your attorney so he or she can deliver all the appropriate documents and optimize your estate plan for your needs.

Philanthropy

Are you charitably inclined? We can help you consolidate and simplify your giving by helping you decide on the most efficient charitable structure for you and your charitable intentions. We can help you meet your personal needs today and assist you in funding your passions--while alive or by creating a legacy of giving for generations to follow.

Endowments and Foundations

We deliver the benefits of a sophisticated understanding of capital markets, asset allocation, portfolio structure, specialist investment managers and continuous portfolio management. Pegaesus Advisors will customize a comprehensive investment management program designed to meet the objectives and needs of your endowment or foundation, through an asset allocation modeling approach which directly reflects the needs of your organization.