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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.