According to some, peridot (pronounced "pear-a-doe") is a gemstone that emits warmth and positive energy that works to promote abundance, prosperity, and happiness. We strive to bring these same qualities to your financial life and to our relationship with you.
We are so glad you found us. Peridot Wealth Partners, LLC, is a financial services firm providing advice to individuals, families, businesses, and not-for-profits. Our focus is on meeting the unique needs of every client and have many options to help find solutions for each individual situation. In order to find the right solution, we take time to educate our clients on their different options so we can work together to craft the right strategy in an informed way. We love what we do and take pride in helping our clients take control of their financial futures. Please explore our website and contact us with any questions you may have.