Become a Client

At Perry Wealth Management, we appreciate the opportunity to earn your business and want to make the experience of becoming a client as simple and rewarding as possible. As you might expect, we need to gather a significant amount of information on your dreams, goals, current financial situation and tolerance for different investment strategies. While the thoroughness of our approach may seem overwhelming, we have tried to streamline the process as much as possible. Please email me directly at david.perry@lpl.com or call me at (562) 493-0031 to begin the process.

Let us help you take a confident step toward your financial future.