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About Us

We are a community-oriented and family-owned financial services firm. We are independent advisors who tailor insurance and wealth management solutions for individuals as they plan and enjoy their retirement.

Our Philosophy

As a diverse group of financial professionals with a broad range of specialties, we strive to educate, inform, and guide our clients in pursuit of their financial goals.

Our Process

Our thorough evaluation and ongoing support provides you with the important information you need to make informed decisions in an ever-changing market.

Why Pelorus? 

We are dedicated to meeting each of our client’s needs through education and guidance.

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.


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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


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Our Services

There are many financial products in the market. Choosing the ones that best meet your needs can be complicated.

Medicare

We provide education and offer coverage that suits your Medicare needs.

Financial Planning

Retirement planning today assumes many new dimensions that earlier generations never had to consider. We help you cut through the noise.

Life & Health Insurance

Insurance is essential to any comprehensive financial plan. We help you find a way to protect yourself and your family from undue hardship.

Seminars

We offer accurate and relevant information about the Medicare system to our community through complimentary educational seminars.

Wealth Management

We help you select a mix of asset classes that closely matches your financial profile given your investment preferences and tolerance for risk.

Home & Auto

We partner with trusted insurers to deliver competitive coverage for your home, auto, and business needs.

Tips and Resources

The latest topics in our library to inform and inspire.

<p>The Value of Insuring Against Life&#8217;s Risks</p>

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
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<p>What Smart Investors Know</p>

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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<p>Investing for Impact</p>

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Our Team

Learn more about our amazing team of professionals. 

Learn How We Can Help You

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