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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
View all articles 
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.