Pegasus Partners Ltd Email Format

Financial ServicesWisconsin, United States11-50 Employees

Pegasus Partners Ltd is a financial services firm that provides wealth management consulting to individuals, families, and foundations. The firm emphasizes a conservative, low-cost, fee-based approach to comprehensive wealth management planning, tailoring its services to each client’s objectives. Its offerings cover investment management, risk assessment, liquidity planning, insurance analysis, and retirement planning, along with related work in education savings, closely-held business consulting, tax planning, and charitable giving. Based in Mequon, Wisconsin, Pegasus Partners positions itself as a specialist in comprehensive, fee-based wealth management within the broader financial services industry. A recent development reported by Barron’s notes that Lido Advisors, LLC acquired Pegasus Partners Ltd, indicating a change in ownership.

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