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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.
OUR CLIENTS AT A GLANCE
80%
Are Business Owners
$12 Mil
Average Gross
Revenue
Revenue
$700k
Average Net Income
$300k
Average Yearly Tax
Savings Per Business
Savings Per Business
