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Michael T
Series 65, Series 66
New York, NY
Pereon Wealth LLC
Michael Tanney is a financial advisor at Pereon Wealth LLC in New York, NY, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked at Magnus Financial Group LLC for seven years and Wanderlust Wealth Management LLC for four years. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Pereon Wealth is an SEC-registered investment adviser providing wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a diversified investment approach using mutual funds, ETFs, and alternative assets, and is notable for its use of unaffiliated independent managers selected through formal due diligence.
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