Build and preserve your family wealth wth tailored investment portfolio solutions
Preserving Your Business
Advanced financial planning and insurance strategies to achieve your most important goals
Building Financial Independence
We take the time to understand who you are, your goals and design an investment strategy fits your overall life plan.
Protecting your Business & Family
Providing corporate and personal financial, insurance to protect your employees and your family
Providing Corporate and Personal Financial, Insurance Solutions
Pelorus Financial Group provides corporate and personal financial, insurance and group benefit solutions. You benefit from a highly personalized planning approach built on a thorough process of discovery that is tailored to meet your special needs, and those of your family, estate and business. We take the time necessary to understand your unique set of challenges and develop a program that allows you to take control.Learn More
Targeted employee and executive benefits, pension and wellness solutions that build, protect and motivate your corporate team.
Pelorus Transition Planning
Personalized financial, life and insurance planning that protects you, your family and your business while ensuring you achieve your most important goals.
Pelorus Wealth Management
Tailored investment portfolio solutions that build and preserve your family wealth.
Committed to Innovative Thinking and Approaches
A pelorus is a navigational instrument that was used in the past by seamen to measure relative direction. It is symbolic of the work we do to provide you the necessary direction to achieve your goals, facilitate organizational wellness and build financial security.