Offering investment services since 1960.

We manage your investments and navigate financial complexity so you can focus on what really matters.

Offering investment services since 1960.

We manage your investments and navigate financial complexity so you can focus on what really matters.

What We Do For You

What We Do For You

1

Assess

We take the time to understand your needs, wants and wishes.

2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

Assess

We'll take a deep dive into your current financial situation.
1

Assess

We take the time to understand your needs, wants and wishes.

Educate

Feel empowered and confident in your financial decisions.
2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

Achieve

Things change. We build in flexibility to adapt to your life.
3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

Wealth Management Services

We specialize in delivering clarity about your personal financial resources, what they mean for your life, and how to optimize them.

Our Specialties

Investment Management

Your portfolio is a conduit into how you can achieve your goals. We have the expertise managing investments and navigating market cycles along the way.

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Financial Planning

A picture is worth a thousand words. We will show you what all the pieces look like put together. A financial plan can help map out the path to achieve your goals.

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Retirement Planning

Whether you’re in your saving years, spending years or transition in between, retirement is a big topic we can help you navigate.

LearnMore! 

Investment Management

Your portfolio is a conduit into how you can achieve your goals. We have the expertise managing investments and navigating market cycles along the way.

Financial Planning

A picture is worth a thousand words. We will show you what all the pieces look like put together. A financial plan can help map out the path to achieve your goals.

DollarNest

Retirement Planning

Whether you’re in your saving years, spending years or transition in between, retirement is a big topic we can help you navigate.


Who We Help

Investors

Retirees

Professionals

Lawyers

Doctors

who we help

How we help clients like you

How we help
clients like you

The Howard’s Case Study
Dr. Howard & Dr. Howard
- Doctors

Combined Income - $700k
Net Worth - $7mm
Wealth Management Interest - Retirement Planning

The Howard’s Case Study
Dr. Howard & Dr. Howard
- Doctors

After a long, successful career, James and Katherine Howard were ready to start looking into their next chapter...retirement. While they aren't too concerned about having enough money, they do have questions about how retirement works and how to optimize their resources. They've saved and invested aggressively, which helped them get to this point, but are now more concerned with keeping their wealth than taking too much risk.

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The Draper's Case Study
Mr. Draper & Mrs. Draper
- Business Owners

Combined Income - $400k
Net Worth - $10mm
Wealth Management Interest - Cash Flow Planning / Tax Optimization / Philanthropy

The Draper's Case Study
Mr. Draper & Mrs. Draper
- Business Owners

John & Mary Draper had planned on running their manufacturing business another decade or two when an offer they couldn't refuse came in. While excited, they now needed to figure out how to best replace their income and minimize their tax bill from the business sale. They also had a desire to do good with their money and support local charities. Given a large portion of their net worth was tied up in their business, they didn't have a lot of investing experience and were anxious about investing in the stock market.

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The Jones Case Study
Mr. Jones & Mrs. Jones
- App Developer

Combined Income - $350k
Net Worth - $500k
Wealth Management Interest - Investment Management / Retirement / Education Planning

The Jones Case Study
Mr. Jones & Mrs. Jones
- App Developer

Mark (40) has been through the grind of graduate school, working his way out of debt, advancing in his career, and starting a family. He is finally getting some breathing room to assess his financial situation and map out a plan to help him and his wife, Melanie, reach their goals.

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Ms. Hart Case Study
Ms. Hart
- Retiree

Income - $35k+
Net Worth - $5mm
Wealth Management Interest - Estate Planning / Gifting

Ms. Hart Case Study
Ms. Hart
- Retiree

Nancy (84) is as frugal as could be! Because of her wonderful saving and spending habits, and good investment results, she's amassed a sizable estate. She wants to understand how her estate will be distributed when she passes away. She's also worried about having to pay state estate taxes.

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Ms. Smith Case Study
Ms. Smith
- Teacher

Income - $43,000
Net Worth - $2.5mm
Wealth Management Interest - Financial Planning / Investment Management

Ms. Smith Case Study
Ms. Smith
- Teacher

Katie (52) has never had much money but manages to support herself and her son with a modest lifestyle. Katie’s mother recently passed away and she has come into a sizeable inheritance. She’s never had this much money and isn’t sure what to do.

Read More!

About Us

Since 1960

Pecaut Wealth Management is a federally registered investment advisor. We provide financial planning and investment management services and have been providing investment services since our founding in 1960 by Russell Pecaut and his sons. We operate solely under the fiduciary standard which means we don’t sell products or earn commissions. We think this reduces conflicts of interest and allows us to provide unbiased financial advice.

Since 1960

Pecaut Wealth Management is a federally registered investment advisor. We provide financial planning and investment management services and have been providing investment services since our founding in 1960 by Russell Pecaut and his sons. We operate solely under the fiduciary standard which means we don’t sell products or earn commissions. We think this reduces conflicts of interest and allows us to provide unbiased financial advice.

We think long-term, both in investing and in our relationships. Our ideal client is one we guide through all seasons of their life. We avoid short-termism. Trust is earned through demonstrating integrity and competence. We aim to do well by our clients both relationally and in investing. We value our long-term relationships with our clients across the U.S.

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” – Warren Buffett

Meet the team!

Dan Pecaut
Chairman & CFO
Corey Wrenn
President & CEO
John Pecaut
COO & CCO
Michael Gallagher
Vice President &
Financial Advisor

Meet the team!

Let’s begin today!