Persium Group

Persium Group is a financial services and wealth management startup founded in 2004 in the United States. The company's slogan describes it as a strategic wealth advisory for business owners, retirement plan committees, and individual investors. The firm offers comprehensive wealth management services targeted at business owners and individual investors, aiming to help them achieve long-term financial freedom. It provides specialized guidance to business owners on creating wealth and investing outside of their companies, utilizing a proprietary Owner to Investor (O2I) framework. This tailored approach acknowledges the unique challenges faced by business owners whose wealth is often closely tied to their companies. Persium also assists individual investors in building and managing their personal portfolios, offering bespoke wealth management strategies aligned with their long-term financial goals. Additionally, through CoVerity, the company provides professional advice to retirement plan investment committees across the U.S., aiding them in making sound decisions, meeting compliance requirements, and serving their participants effectively. Furthermore, Persium offers a program called NAVIX® to guide business owners toward successful exits. This exit planning service caters to the specific needs of business owners looking to transition out of their companies. In conclusion, Persium Group stands out as a comprehensive wealth advisory firm that addresses the specific needs of business owners, retirement plan committees, and individual investors. Its tailored services and specialized frameworks set it apart in the competitive landscape of financial services and wealth management. For potential investors, Persium Group presents a promising opportunity within the dynamic and evolving realm of wealth advisory and management.