Pegasus Partners

At Pegasus Partners, we believe that comprehensive wealth management is not just about managing your assets, but also about understanding your goals, values, and aspirations. Our commitment to you is to deliver exceptional service, tailored to your unique needs and circumstances. We are an independent, employee-owned firm, which means we are fully responsible to our clients and not beholden to any external interests.

Our team is comprised of experienced professionals who are dedicated to helping you navigate the complexities of wealth management. We have a deep understanding of investment markets, financial planning, and family wealth transfer strategies. Our team members are not just experts in their fields, but also compassionate and empathetic individuals who understand the importance of personal relationships in wealth management.

What We Do

Our wealth management services are designed to help you achieve your financial goals and protect your assets. We offer comprehensive investment management, financial planning, and family wealth transfer strategies. Our approach is centered on understanding your risk tolerance, liquidity needs, and long-term financial objectives. We use rigorous methods for manager selection, including site visits and third-party interviews, to ensure that your investments are aligned with your goals.

In addition to investment management, we also provide financial planning services that include retirement planning, insurance analysis, and tax planning. Our team will review various scenarios to test the ability of your financial plan to reach long-term income requirements, provide an unbiased analysis of your insurance needs and coverages, and review all financial matters to minimize long-run tax liabilities.

For families, we offer wealth transfer strategies that integrate closely-held business issues, charitable giving, and education saving plans. Our team will work closely with you to optimize your giving, utilize tax advantages, and recommend the most cost-effective strategies for setting aside funds for college.

What Makes Us Different?

At Pegasus Partners, we are committed to independence, market expertise, comprehensive analysis, aligned interests, and expertise beyond stocks and bonds. Our independence means that we are fully responsible to our clients and not beholden to any external interests. Our market expertise spans many economic cycles, and we use rigorous methods for manager selection. We conduct a complete and ongoing analysis of all financial aspects for each client, with recommendations for all areas and consultations at any time.

Our interests are aligned with those of our clients, as we charge a single fee on investable assets which is our only source of revenue. This gives us the incentive to work in the best interest of our clients to reduce investment product costs, trading fees, and taxes. We also have years of expertise in identifying and managing private investments with long-term returns that are not correlated directly to the public markets.

Our Team

Our team is comprised of experienced professionals who are dedicated to helping you navigate the complexities of wealth management. Our team members are not just experts in their fields, but also compassionate and empathetic individuals who understand the importance of personal relationships in wealth management. Our team includes:

• Todd Krieg, Founder and Chief Executive Officer
• Matt D'Attilio, Founder, President, and Chief Investment Officer
• Kathy Wohlt, Partner and Director of Client Services
• Jenny Muntner, Partner and Client Service Manager
• Kayla Schneider, Partner, Head Trader, and Wealth Advisor
• Matt Haas, Partner and Wealth Advisor
• John T. Kennedy III, Partner and Wealth Advisor
• Brian Leadley, Partner and Wealth Advisor
• Ananya Chandra, Wealth Management Analyst and Trader
• John Hedrick, Investment Analyst
• Eric Conner, Partner, Chief Operating Officer, and Chief Compliance Officer
• Sheri Nitsch, Client Service Associate
• Al Mathews, Partner and Wealth Advisor
• Brooke Napowocki, Partner and Wealth Advisor
• Jon Bensemann, Investment Operations Associate
• Robin Hammetter, Office Manager
• Julie Schenk, Client Service Associate
• Beau Gross, Wealth Management Analyst & Trader
• Nils Dillon, Director of Research
• Patrick Savage, Wealth Advisor
• Luisa De Vogel, Operations Associate

Family Portal

At Pegasus Partners, we understand the importance of family in wealth management. That's why we offer a family portal where you can access your account information, investment reports, and other important documents at any time. Our family portal is secure, user-friendly, and accessible from any device with an internet connection.