Business Details
39 Years
experience
Your Trusted Partner for Financial Advisory Services in Morristown, NJ
Founded in 1987, we have evolved from a conservative financial investment advisory firm into a dynamic organization focused on personalized service. Under the leadership of Co-Presidents Rodd D. Berro and John M. Sebastiano, we combine decades of expertise in banking, financial planning, and money management to deliver tailored investment strategies. Our mission is to build enduring relationships grounded in trust, offering clients a disciplined approach to navigating economic changes while prioritizing their financial goals.We specialize in consolidating investment, retirement, and estate plans into cohesive strategies, coordinating with external advisors to ensure comprehensive solutions. Our fee-only structure aligns our success with the growth and security of client portfolios, reflecting our commitment to transparency and client-centric service. With a team of certified professionals, we provide access to sophisticated tools and a personalized touch, serving clients who value expertise and integrity in financial advisory services.
Services
Investment Advisory Services
Retirement Planning
Estate Planning
Portfolio Management
Financial Planning
Details
- Year established: 1987
Highlights and features
- We offer over 60 years of combined experience in financial planning and portfolio management.
- Our fee-only structure ensures unbiased advice aligned with client interests.
- We are SEC-registered investment advisors with rigorous compliance standards.
- Our team includes Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA).
- We integrate investment, retirement, and estate planning into unified strategies.
Associations and certifications
- Certified Financial Planner Board of Standards Inc.
- SEC (U.S. Securities and Exchange Commission)
Services
Investment Advisory Services
Our discretionary investment advisory services focus on creating tailored portfolios aligned with client goals. We utilize a fee-only structure based on asset value, ensuring unbiased strategies. Our team actively manages investments, adapting to economic changes while prioritizing long-term growth and tax efficiency.
Retirement Planning
We integrate retirement and estate planning into cohesive strategies, addressing asset distribution and legacy goals. Our advisors provide guidance on IRA rollovers, ROTH conversions, and required minimum distributions. Services include coordinating with legal and tax professionals to ensure comprehensive solutions.
Financial Planning
We review financial assets and liabilities to establish clear objectives for clients. Our planning process incorporates investment, retirement, and estate strategies while addressing life events like career changes or inheritances. We emphasize transparency and collaboration with external advisors.
People
Rodd D. Berro
Co-President
Co-President with 35+ years in financial services. Certified Financial Planner (CFP) since 1995. Expertise in portfolio management and community advocacy, including leadership roles in music therapy and theater organizations.
John M. Sebastiano
Co-President
Co-President with 30+ years in finance and nonprofit leadership. Former banking executive and guest speaker on investment topics. Active in community organizations supporting families and entrepreneurs.
Courtney J. Barba
Chief Compliance Officer
Senior Vice President overseeing regulatory compliance and firm operations. Certified accounting professional with expertise in financial systems and trading protocols.
Shana L. Kravatz
Vice President of Retirement Services
Retirement services expert guiding clients through IRA rollovers, ROTH conversions, and distribution strategies. Holds advanced degrees in theology and business administration.
Jaysen L. Bohrod
Financial Analyst
CFA charterholder supporting portfolio management. Former Schwab consultant with expertise in economic analysis and client-focused investment research.
Questions
What services does Pegasus Asset Management offer?
We provide customized investment advisory services, retirement planning, estate strategies, and financial planning. Our fee-only approach focuses on personalized portfolios aligned with client goals.
How are your fees structured?
Our fees range from 0.50% to 1.25% of assets under management, based on portfolio size and complexity. We operate on a fee-only basis without commissions.
What makes Pegasus different from other advisors?
We combine 60+ years of team experience with a client-first philosophy. Our SEC-registered, fee-only model ensures unbiased advice tailored to individual needs.
How do I get started with Pegasus?
Contact us via phone or email to schedule a consultation. We'll discuss your financial goals and determine if our services align with your needs.
Do you work with clients outside New Jersey?
While based in Morristown, NJ, we serve clients across the New York Metropolitan Area and beyond through virtual consultations and digital tools.
