Partners since 2005, a firm since 2016.
We’re inspired by a simple discipline: know where you stand before you decide where to go. Every relationship here starts with an honest look at where a family is today, and every review comes back to it before anything changes. A pelorus is made for exactly that. It’s a sighting instrument on a ship’s deck with no needle of its own, and it tells you your position by lining up on something fixed. The firm takes its name from it.
Pelorus took shape over many years. Joe Volz and Bill Hargrove began working together in 2005, and Anne Norris joined them in 2012, each committed to careful advice, attentive service and relationships that last.
In May 2016, they founded Pelorus Capital Management within the FiNET umbrella of Wells Fargo to give that commitment a firm of its own, with personal wealth planning and closely coordinated care for each client’s financial life. In 2019, the Clark Stoddard Wealth Advisory Group joined Pelorus. In 2026, the firm entered a new chapter as an independent registered investment adviser, registering with the U.S. Securities and Exchange Commission (SEC).
2005
Joe Volz and Bill Hargrove begin their partnership
2012
Anne Norris joins the team
2016
Pelorus Capital Management is founded
2019
Clark Stoddard Wealth Advisory Group joins Pelorus
2026
Standalone registered investment adviser
What clients can count on here.
“Our mission is to maintain the highest standards of integrity and professionalism, develop a deep understanding of each client’s financial circumstances, and deliver personalized wealth management strategies and exceptional client service.”
The principles that power every plan.
Integrity in Thought and Action
Recommendations are explained plainly, with the reasoning and the costs in the open.
Teamwork Supported by a Family-Oriented Culture
A close team that knows each other well, and treats client families as an extension of its own.
Relentless Commitment to Excellence
Careful service, thoughtful strategy, and plans that keep being refined as life changes.
Personalized Relationship with Clients
Long relationships grounded in frequent conversation and in knowing the story behind each family’s wealth.
Vigilant and Attentive Counsel
Advice that continues between meetings, with ongoing oversight and follow-through until each recommendation is done.
Decades of collective insight, dedicated to you.
Experienced advisors, technical analysts, and dedicated specialists united by a single purpose: guiding your family toward lasting financial clarity and confidence.
Recognized for Excellence. Defined by Decades of Trust.
While we are honored to be recognized among Forbes Best-in-State Wealth Management Teams, our true benchmark of success is the 30+ year relationships we build with the families we serve.
Forbes Best-In-State Wealth Management Teams: The Forbes Best-In-State Wealth Management Teams ranking is developed by SHOOK Research. Rankings are based on qualitative and quantitative criteria, including due diligence interviews, industry experience, compliance records, firm nominations, assets under management, revenue generated for firms, client retention and team best practices. Portfolio performance is not a criterion. SHOOK Research is independent and does not receive compensation in exchange for placement in the rankings. Rankings are not indicative of any client’s experience or future investment performance and should not be construed as an endorsement or guarantee of future results. Forbes Best-In-State Wealth Management Teams recognition received in 2023, 2024 and 2026.