Our Services

Financial Planning

Without a map, it is hard to reach your destination. We take the same approach when it comes to managing your money and wealth during your accumulation years, when you get to distribution phase and finally when the assets pass on to your heirs. Your financial goals are your destinations, and a financial plan is your roadmap to get to them.

Investment Advisory

At Perleo Capital Management, we use a disciplined approach to investing that helps our clients take advantage of market rallies while having a plan to help manage risk and losses during market turmoil and recessions.

Insurance Planning and Risk Management

Risk management and planning for the unknowns is a major part of every successful plan. We leverage insurance and emergency planning to ensure our clients' financial plan is intact when the unforseeable events, such as accidents, suden death, disability or need for long-term care occur.