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Our Story

Our Story

Our Story

Our Story

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

the timeline

upholding values

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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!