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Giving Back

At Perry Wealth Management, we believe that charitable goals are integral to an overall successful wealth management plan.

Most of our clients have worked very hard to reach the financial success they currently enjoy. Helping others who are less fortunate and/or contributing to organizations that improve or advance our society is something that we’ve seen add tremendous joy to our clients and their families.

Simple gifts are easy, but through advanced planning, there are many techniques and tools that help our clients meet their charitable goals, while often improving their retirement income and almost always lowering their tax liability. With these more sophisticated strategies, it can be a win-win-win (gift to charity, increased income, lower taxes) for our clients.

We share our clients’ charitable passions and support various organizations both as a firm and individually.