Persium Group Information

Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom. Persium consists of these teams: WEALTH MANAGEMENT FOR BUSINESS OWNERS We specialize in advising business owners on how to create wealth and invest outside of their companies, both prior to and after they exit their company. As a business owner, you require a different approach since much of your wealth is likely locked up inside your company. Yet, you aspire to reach financial freedom. Our proprietary Owner to Investor (O2I) framework addresses the specific needs many business owners face when investing outside their companies. WEALTH MANAGEMENT FOR INDIVIDUAL INVESTORS Our team of wealth managers specializes in helping you build and manage your personal portfolio as you head down the path toward financial freedom. As fee-only financial advisors, we tailor our wealth management services and strategies to your specific needs, aligning our interests with your long-term personal wealth goals. RETIREMENT PLAN OVERSIGHT Through CoVerity, we provide professional advice to retirement plan investment committees throughout the U.S. As a plan co-fiduciary, we help clients make sound decisions, meet compliance requirements, and best serve their participants. EXIT PLANNING FOR BUSINESS OWNERS Through a program called NAVIX®, we help guide business owners toward successful exits. Visit PersiumGroup.com to learn more, discuss your goals, and answer your questions. This should be not considered a solicitation to offer advisory services in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investment advisory services offered through Persium Advisors, LLC, a registered investment advisor. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client’s experience with our firm.