Our Approach to Your Personalized Plan

Perry Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.

We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:

1. Assessing Your Needs and Finances
We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

2. Preparing Your Plan
We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.

3. Implementing and Monitoring Your Strategy
Once you select the most suitable approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.