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
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
To choose a plan, it’s important to ask yourself four key questions.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
How Income Taxes Work
A quick look at how federal income taxes work.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?