Peerless Wealth

Stephen Jimenez is a financial advisor at Peerless Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is involved with Peerless ETFs, LLC as a wholesaler and serves as a sales consultant for Gore Range Capital. Peerless Wealth provides financial planning, discretionary investment management, and qualified plan consulting to individuals, families, trusts, estates, business entities, charities, and retirement plans. The firm employs a strategic asset-allocation framework and a proprietary methodology, utilizing a range of analytical approaches and investment tools, including ETFs and options strategies, to manage risk and exposure.

Robert Pascarella is a financial advisor at Peerless Wealth with two years of industry experience. He holds a Series 65 designation and also works as a licensed professional engineer in Texas specializing in thermal and fluid systems. In addition to his advisory role, he serves as a co-portfolio manager at Peerless ETFs, LLC. Peerless Wealth provides financial planning, discretionary investment management, and consulting services to individuals, families, trusts, business entities, and retirement plans. The firm uses a strategic asset-allocation framework and a range of analytical approaches to construct portfolios, including ETFs, equities, fixed income, and options strategies, and also serves as a sub-adviser for an exchange-traded fund employing option-writing strategies.

Erik Thompson is a financial advisor at Peerless Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory role, Thompson is involved in real estate as an owner and landlord of multiple commercial and residential properties. Peerless Wealth provides financial planning, discretionary investment management, qualified plan consulting, and financial consulting to individuals, families, trusts, estates, business entities, charities, and retirement plans. The firm employs a strategic asset-allocation framework and various analytical approaches to construct portfolios, offering both custom and model portfolios with the option to incorporate third-party money managers.