why pegaesus advisors?

There are a lot of firms offering financial advice. After a while, they all start to look and sound the same. What makes Pegaesus Advisors different? 

Our clients come first.

Our interests are aligned with our clients. When they succeed, we succeed. It’s that simple. Why can we say that?

Pegaesus Advisors is an independent firm. We are a privately owned Massachusetts corporation and are not affiliated with any large broker/dealers or insurance companies.

As a Registered Investment Advisor, we must act as fiduciaries, putting our clients’ needs ahead of anything else.

We use independent custodians to provide our clients with peace of mind about the security of their assets.

We maintain frequent, proactive contact with our clients, in good times and bad.

Our services are fee-based and we offer a variety of fee options to meet the needs of our clients.

We focus on your whole life, not just your investments.

We have a clear and consistent focus on how we measure success and what we wish to achieve for our clients. Specifically, we help our clients to:

- Visualize what they want their life to look like at a defined point in the future (usually 1 - 3 years)

- Uncover what their fears are in achieving that future

- Identify existing strengths they have that can be leveraged to reach their goals

- Put together a road map to help them get to their desired future

Only after we have completed this process do we offer detailed investment recommendations. After that, we periodically benchmark the success of the plan based on its ability to meet our clients’ life goals. We refer back to their goals and their road map to chart progress and to make appropriate adjustments based on changing goals and circumstances. 

We offer a wide range of investment solutions and match them to your goals.

We believe that one-size fits all investment solutions are not appropriate for everyone. We offer our clients a wide range of distinct investment solutions, including innovative techniques to reduce portfolio risk and income-producing strategies. We then select and tailor those solutions to match each of our clients’ distinct goals. 

Our people are experienced, creative and caring.

Our team of experienced and caring professionals is our most important asset. Pegaesus has five advisors, all of whom are Certified Financial PlannerTM practitioners, each with more than a decade of experience in providing financial planning and investment advice. Our highly trained professional staff is efficient, warm and dedicated to making our clients’ lives easier. We collaborate and share ideas with a singular focus on providing outstanding solutions and services for our clients. 

We create a team of professionals specifically designed to fit your needs.

Our team approach extends well beyond our walls.  With the freedom to integrate your existing professionals, we create a team to help you implement your plan by drawing from our robust network of industry leading professionals, including:

Attorneys	Career counselors
Accountants	College admissions consultants
Bill payment services	College funding consultants
Elder care specialists	Mortgage brokers
Philanthropic advisors	Business advisors

It is our job to ensure that your team of specialists are aware of the big picture and are working together to implement a mutually agreed upon strategy.