Pelorus Capital Management Team

Pelorus Capital Management

Ask yourself – are your finances aligned to your true north? Pelorus Capital Management’s process is designed to always make you feel confident in the direction your life is heading. As seasoned financial navigators based in Irvine, CA, we infuse lessons from over 100 years of combined experience with a personalized touch to help you effectively plan, wisely invest, and realistically chart a course for your future. Our open communication, bespoke plans, and sound financial advice enable you to focus on the aspects of life that are most important.

At Pelorus, your true north is our top priority. Click below to discover how each team member’s illustrious background and unique proficiencies help you stay the course throughout all the stages of life.
Joseph V. Volz

Joseph V. Volz, CFP®


Managing Partner 

View Bio
William E. Hargrove

William E. Hargrove


Partner 
PIM Portfolio Manager

View Bio
Anne Norris

Anne E. Norris


Partner

View Bio
Denise Headshot

Denise Healy, CFP®


Special Projects Coordinator

View Bio

Summer Miller

Summer Miller


Client Relationship Manager

View Bio 
Pelorus Capital Management - Headquarters

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, DE, FL, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX