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
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?