“If I were asked to describe Mr. Greenwood and his team at PELORUS in one word, it would be “PROACTIVE”.
“Over the last dozen years, Mike Greenwood and the team at Pelorus Wealth Management have continued to provide us with consistent, sound financial advice, both for our portfolio that he manages, for a multitude of other key decisions. Equally important is their follow-up and attention to detail which are second to none, both of which are critical to a successful, ongoing relationship. Selecting a financial advisor is a big decision that we took our time to make, knowing it should be and hoping it would be a long term relationship. Looking back over that process, I would recommend Mike and his team at Pelorus with absolute confidence.”
The Grande family and our businesses have enjoyed a strong, prosperous relationship with the Pelorus Financial Group for over 10 years. They have become a key pillar of support to our family as we build our business and personal wealth. Before working with the team at Pelorus we tried many different financial advisory firms, but none showed the same understanding of our business, caring and commitment towards the needs of our family.
Michael Greenwood and the team at Pelorus have been very helpful assisting us with our personal financial planning, business succession, insurance and our employee health benefits program.
During the past 3 years Michael has been instrumental in our succession planning and development of our newest Company. His acumen, assistance and overall market knowledge allowed us the opportunity to make strong and profitable decisions. He has instilled a culture in our family and businesses that continues to help us make decisions and operate with confidence.
Success comes from effort and perseverance. The Pelorus Financial Group exemplifies these qualities through educated decisions, great advice and their ability to react to our family or corporate needs.
The Grande Family and Companies will continue to work with Pelorus and their wonderful team for many years to come and we highly recommend their services to friends and associates.
Mike Greenwood and the Pelorus Team have been a trusted advisor for our company and for me personally for many years. His breadth and depth of experience, coupled with his personalized approach provides a comprehensive and insightful perspective for uncovering exposures, opportunities, solutions, and alternatives in the many of complexities of corporate and personal financial planning.
R. Yap, C.O.O.
Data Analytics Company