Making Sound Decisions

Planning for your financial future is one of the most important things you will ever do, so having access to resources and unbiased advice from a trusted partner can be invaluable. As an independent firm, Perry Wealth Management has the flexibility to offer access to a wide range of non-proprietary products and services, which means you receive unbiased financial guidance and an assurance that your best interests always come first.

Our Investment Process*

Our experienced team will work closely with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue your short- and long-term goals. Our disciplined, four-step investment process helps instill confidence that your assets will be strategically managed.

1. Trend identification

We adopt asset allocation models based on asset classes we believe are positioned for long-term return potential.

2. Risk management

We monitor asset allocation on a regular basis as a measure in an effort to help optimize performance based on historical returns.

3. Investment selection

We review and track a diverse group of non-proprietary investment vehicles.

4. Entry/exit strategy

We use technical analysis software to enhance investment entry and exit decisions, with the goal of helping you capitalize on investment opportunities.

*There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.