Pelion Insurance

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114 N Bridge St
Chippewa Falls, WI 54729
+1 (715) 861-5299
https://www.peliongroup.com

Pelion Insurance is a wealth management firm based in Chippewa Falls, WI, specializing in providing customized investment portfolio solutions to individuals, trusts, corporations, and retirement plans. With a focus on tailoring portfolios to each client's unique situation, Pelion Insurance maximizes net portfolio performance through objective research and the selection of best-of-breed hedge funds, mutual funds, ETFs, and individual securities.

Committed to efficiency, Pelion Insurance recognizes that taxes and other expenses can impact net returns, and therefore, regularly makes changes to portfolios to optimize performance. As an independent firm, Pelion Insurance is not affiliated with any investment product manager, ensuring objective decision-making and the ability to provide a network of complimentary financial services experts for client matters outside their area of focus.

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