pelorus transition planning and benefits plus

Founded in 1996, Pelorus Financial Group provides comprehensive, integrated wealth management services. The company's mission is to help clients build and protect their wealth through a coordinated approach that includes financial planning, investment management, risk management (insurance), tax planning, retirement planning, and estate planning. They cater to a diverse clientele, including families, professionals, and business owners, focusing on long-term financial security and life transitions. The firm works in close conjunction with its sister company, Pelorus Benefits, which specializes in group benefits and retirement plans for businesses.