About the Pegasus Team
Our team believes financial planning should start with the person—not the portfolio. We are a relationship-driven advisory team focused on truly knowing our clients, their families, businesses, and the legacy they want to create. Our work goes beyond investment management to coordinate every part of a client’s financial life, including retirement, tax strategy, estate planning, and major business or life transitions. We serve as your trusted and strategic advisor, bringing clarity, structure, and alignment to complex decisions. Known for being responsive, proactive, and highly personal, our team builds lasting trust by listening carefully, following through, and treating each client’s goals as if they were our own.
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Wealth Enhancement Welcomes Pegasus Capital Management
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
Advisory Team
Client Service Team
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Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation