What if your most trusted wealth advisor and portfolio manager
were the same firm?

You would be a client of Perennial, a modern, partner-driven wealth management and investment firm serving families, professionals and institutions.

Perennial was founded to be smarter and more thoughtful
in the way it advocates for clients.


Alignment of interests above all else


Advice, management & service bundled together


Direct access to the Investment Team Managing Your Money

Our clients share a common vision to be in it for the long term.

Why we started Perennial

At the most basic level, we wanted to build a new kind of wealth management and investment firm, without compromise – a firm we would want to be clients of …

Each of us shares a passion for investing and a set of values that are reflected in every aspect of the way we run our firm. We have known each other for over a decade and have more than sixty years of combined experience making public and private equity investments.