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.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the economy's cycles can help put current business conditions in better perspective.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
An overview of some fundamental steps when a loved one passes.
Currency has been around for a long time. Here’s a quick history lesson.
How Medicare can address health care needs in your retirement strategy.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Doing your research is key before buying a vacation home.
Even low inflation rates can pose a threat to investment returns.
When you retire, how will you treat your next chapter?
How will you weather the ups and downs of the business cycle?
Imagine your ideal post-pandemic retirement with this animated video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”