Welcome to Perry Wealth Management
Perry Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs strive to grow and conserve your wealth by delivering an unprecedented level of personalized service.
"Our Mission is to Provide a Positive and Proactive Business Environment
to help Our Clients Achieve Their Financial Goals."
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 562-493-0031. We look forward to hearing from you.
Helpful Content
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Buying a Home
A look at what you need to think about when buying a home.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
View all articles 
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
View all calculators
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.