Our Firm

Perry Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. Our mission is to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Mission Statement

To build, manage and preserve the wealth of our clients through a superior level of service with the goal of enhancing and enriching their quality of life.

Vision Statement

Perry Wealth Management’s greatest reward is to exceed our clients' expectations and treat them with respect, professionalism, confidentiality and exceptional personal service.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 562-493-0031.