About Us
As wealth managers and financial planners, we know what it takes to get you from where you are now to where you want to be, and we’ll walk beside you every step of the way.
We strive to improve the lives of our clients by guiding them through today’s financial complexities and enabling them to make smart decisions.
Profectus Financial acknowledges your uniqueness by taking necessary steps towards designing a plan tailored specifically to you and your financial needs.
WHO IS IT FOR
Business Owners
Rely on advisers who know how to minimize taxes, protect your assets, build successful retirement plans, and devise efficient exit strategies to manage your finances so you can focus on what you do best.
High Net Worth Individuals
We can take you through the necessary steps to help you protect your hard-earned wealth so that it may grow with you, and one day carry you through retirement.
Wealth Management
Learn how to maximize your wealth with valuable advice in investment and estate planning. Services provided by Profectus Wealth Management, Co.
Meet Our Partners
Aleksander Dyo
Aleks is a serial entrepreneur and active investor with a specialty in working with business owners.
Kelly Woo
Kelly is a Certified Financial Planner™ who was featured in MDRT magazine for her outstanding success in financial services.
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MONEY, INVESTING AND SAVING FOR THE FUTURE
Advanced Planning
For more information on advanced planning, click here.
Articles | Blog
August, 2018
Why You Should Consider Alternative Investments Now
Read the Article
August, 2018
Why Women and Millennials May Be Falling Behind on Retirement Savings in Comparison to Men
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April, 2017
Do Your Advisor's Priorities Line Up With Your Financial Goals?
Read the Article
April, 2017