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.

A person using a smartphone on a wooden table near a cup of coffee and a laptop.

Alignment of interests above all else

A person using a smartphone on a wooden table near a cup of coffee and a laptop.

Advice, management & service bundled together

Circular arrows forming a sync icon inside a circle.

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.