FAMILY PORTAL
YOUR OUTSOURCED FAMILY OFFICE
Wealth management for individuals, families, trusts, foundations & endowments.
SCHEDULE A CONSULTATION
WHAT WE DO
Comprehensive wealth management for a single fee on investable assets with a focus on Investment Management, Financial Planning, and Family Wealth Transfer.
INVESTMENT MANAGEMENT
Asset Allocation
Develop a personalized investment management strategy with the proper asset allocation and product choices.
Risk Assessment
Determine risk tolerance to create a comprehensive financial and investment plan that fulfills long-term needs.
Liquidity Needs
Coordinate financial and investment plan to meet current and future cash needs.
FINANCIAL PLANNING
Retirement Planning
Review various scenarios to test the ability of the financial plan to reach long-term income requirements.
Insurance Analysis
Provide an unbiased in-depth analysis of insurance needs and coverages.
Tax Planning
Review all financial matters to minimize long-run tax liabilities.
FAMILY WEALTH TRANSFER
Closely-Held Business Issues
Integrate the business into the comprehensive financial analysis both as an asset and for possible benefits.
Charitable Giving
Optimize giving for the benefit of charities while utilizing tax advantages.
Education Saving
Recommend the most cost-effective and successful strategies of setting aside funds for college.
WHAT MAKES US DIFFERENT?
INDEPENDENT
We are an employee-owned firm whose mission is to be fully responsible to the individuals, families, and foundations who seek our advice and use our services. Their interests are paramount.
MARKET EXPERTISE
We have a depth of talent and experience in making investment decisions over many economic cycles. We use rigorous methods for manager selection including site visits and third-party interviews.
COMPREHENSIVE
We conduct a complete and ongoing analysis of all financial aspects (including non-investment assets) for each client, with recommendations for all areas and consultations at any time.
ALIGNED INTERESTS
We charge a single fee on investable assets which is our only source of revenue. This gives us the incentive to work in the best interest of our clients to reduce investment product costs, trading fees, and taxes.
BEYOND STOCKS & BONDS
We have years of expertise in identifying and managing private investments with long-term returns that are not correlated directly to the public markets.
PEGASUS PARTNERS TEAM
Click photo for full Team Member Bio
TODD KRIEG
FOUNDER AND CHIEF EXECUTIVE OFFICER
MATT D’ATTILIO
FOUNDER, PRESIDENT, AND CHIEF INVESTMENT OFFICER
KATHY WOHLT
PARTNER AND DIRECTOR OF CLIENT SERVICES
JENNY MUNTNER
PARTNER AND CLIENT SERVICE MANAGER
KAYLA SCHNEIDER
PARTNER, HEAD TRADER, AND WEALTH ADVISOR
MATT HAAS
PARTNER AND WEALTH ADVISOR
JOHN T. KENNEDY III
PARTNER AND WEALTH ADVISOR
BRIAN LEADLEY
PARTNER AND WEALTH ADVISOR
ANANYA CHANDRA
WEALTH MANAGEMENT ANALYST AND TRADER
JOHN HEDRICK
INVESTMENT ANALYST
ERIC CONNER
PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
SHERI NITSCH
CLIENT SERVICE ASSOCIATE
STACY BERG
OPERATIONS AND COMPLIANCE ASSOCIATE
AL MATHEWS
PARTNER AND WEALTH ADVISOR
BROOKE NAPIWOCKI
PARTNER AND WEALTH ADVISOR
JON BENSEMANN
INVESTMENT OPERATIONS ASSOCIATE
ROBIN HAMMETTER
OFFICE MANAGER
JULIE SCHENKEL
CLIENT SERVICE ASSOCIATE
BEAU GROSS
WEALTH MANAGEMENT ANALYST & TRADER
NILS DILLON
DIRECTOR OF RESEARCH
