Pegasus Asset Management

Located in the bustling New York Metropolitan Area, Pegasus Asset Management, Inc. is a distinguished investment advisory firm with a rich history that spans over three decades. Established in 1987 as a conservative financial investment advisor, we have evolved and expanded our services to cater to the ever-changing needs of our clients. Our experienced leadership team, Rodd D. Berro and John M. Sebastiano, have combined their extensive knowledge and expertise in banking, financial planning, and money management to create a truly unique and dynamic firm.

At Pegasus Asset Management, Inc., we are dedicated to putting our clients' goals and needs at the forefront of everything we do. We strive to build strong relationships with our clients, founded on trust, transparency, and a deep understanding of their financial situation. Our clients have come to rely on us for the highest level of service, and many have been with us since the beginning, a testament to our unwavering commitment to providing exceptional investment advice and guidance.

Our Services

As a comprehensive investment advisory firm, Pegasus Asset Management, Inc. offers an extensive range of services designed to help our clients achieve their financial goals. Our services include:

1. Review of Financial Assets and Liabilities: We conduct a thorough review of our clients' financial assets and liabilities to gain a complete understanding of their financial situation and develop a customized investment strategy.

2. Integration of Investment, Retirement, and Estate Plans: We work closely with our clients to integrate their investment, retirement, and estate plans into a single, cohesive strategy. This approach helps our clients to achieve their short-term and long-term financial goals and ensure the smooth transition of their wealth to future generations.

3. Coordination with Outside Advisers: We understand the importance of coordinating with outside advisers, such as legal, accounting, and insurance professionals, to ensure that our clients' financial strategies are aligned and optimized.

4. Continuous Advice and Counsel: We provide continuous advice and counsel to our clients regarding all financially significant life events. From major life milestones such as marriage, the birth of a child, or a career change, to unexpected events like a job loss or an inheritance, we are here to help our clients navigate their financial decisions with confidence.

5. Establishment of Current Goals and Objectives: We work with our clients to establish their current goals and objectives, and develop a customized investment strategy to help them achieve these goals in a disciplined and strategic manner.

At Pegasus Asset Management, Inc., we believe that a sharpened focus and sophisticated tools are key to exploring new investment opportunities and adapting to changing economic conditions. Our team of experienced advisors is dedicated to helping our clients stay on strategy, providing the discipline and expertise needed to navigate the ever-changing investment landscape.