Pegasus Partners Ltd. in Mequon, WI offers comprehensive wealth management services for individuals, families, trusts, foundations, and endowments. Their team of experienced professionals provides personalized investment management, financial planning, and family wealth transfer solutions, all for a single fee based on investable assets.
As an independent, employee-owned firm, Pegasus Partners prioritizes the interests of their clients above all else. With a focus on market expertise, comprehensive financial analysis, and a commitment to aligned interests, they strive to reduce costs and taxes while offering expertise in private investments beyond traditional stocks and bonds.
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