Network·Venture Capital
📍 ATLANTA, GA
SEC CRD #801-71127
Persium Group - Wealth Management and Retirement Plan Oversight Skip to content Strategic Wealth Advisory Advising business owners, retirement plan committees, and individual investors in pursuing their financial goals. Business Owners Wealth Management Retirement Plan Oversight We are wealth advisors who specialize in guiding clients towards achieving long term financial freedom. When you have a personal relationship with a trusted advisor helping you navigate big decisions and are no longer stressed about money, you are free to focus on the things that really matter to you. Wealth Management for Business Owners As a business owner, you're different from other investors. Your money is tied up in your business. Because of that, you require a different approach. Our team of wealth managers specializes in helping business owners build and manage their personal portfolios. We’ve developed the Owner to Investor (O2I) framework specifically for you, the business owner, to address your unique needs and realities directly, build personal assets, and pursue financial freedom. Learn more Business Owner’s Pre-Exit Financial Checklist As you prepare to exit your business, you need to learn to be an investor to advance your post-exit financial goals. Download now ph 678.322.3000 / fax 678.322.3059 Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328 Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors,
STEPHEN GRINER
PRESIDENT/CCO
📞 (678) 322-3000
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AUM
$584M
Location
ATLANTA, GA
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