Pegasus Financial Group
Your Life. Your Financial Professional.
From wealth management to retirement solutions, our professionals can help women pursue their financial goals.
About
Pegasus Money is a financial services firm dedicated to helping women achieve their financial objectives through personalized wealth management, retirement planning, and investment strategies. With a focus on overcoming investment confidence gaps and anticipating major life transitions, the firm provides fee-based financial planning and a range of services including continuing investors, business owners, wealth management, insurance approaches, estate strategy, and retirement roadmaps.
The company is affiliated with LPL Financial, a leading wealth management firm supporting over 32,000 financial advisors and servicing approximately $2.3 trillion in assets.
Services
Continuing Investors
Overcome market uncertainty with education and guidance.
Business Owners and Entrepreneurs
Supporting small business owners and investors.
Wealth Management
Consultation and management tailored to individual wealth objectives.
Insurance Approaches
Protect yourself and your family through tailored insurance solutions.
Estate Strategy
Support for every phase of life, from planning to execution.
Retirement Roadmaps
One of your most important financial milestones, with personalized planning.
