A Foundation Built on Strength & Clarity

Financial confidence begins with structure, purpose, & partnership.

Pereon Wealth delivers clear, disciplined financial planning that grows, protects, and adapts your wealth over time—backed by expertise, technology, and a personal approach. Our team combines expertise, smart technology, and a personal approach to help you make confident decisions and reach your financial goals. Meet the professionals guiding your journey.

“Expertise with empathy. Precision with purpose.”

Our Team

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Michael Tanney, AIF ®

Founding Partner, Chief Executive Officer and Chief Compliance Officer

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Jaclyn David

Founding Partner, Director of Relationship Management

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Vallory Grant

Founding Partner, Wealth Management Professional

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Charles Petersen

Risk Management and Derivatives Specialist

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John Wu

Risk Management and Derivatives Specialist

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Anthony Ficarra

Insurance Solutions Specialist 

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Robert Dimin

Lifestyle Management Specialist

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Travis Nelson

Employee Benefit Specialist

strategic collaboration

Partnering with Leading Asset Managers & Financial Innovators

We partner with world-class asset managers, financial institutions, and technology innovators to deliver sophisticated, risk-adjusted solutions. These strategic relationships allow us to tailor portfolios with precision—while keeping client outcomes at the center.

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Whether you’re planning, growing, or preserving wealth, Pereon Wealth provides the structure and clarity to move forward with purpose.

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