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Working Together

The process of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial product has come increased supply. Investors are faced with what can be and overwhelming amount of options for a number of daunting choices. We, at Perry Wealth management, are here to help guide our clients through the process while we work together to better understand them and their financial goals.

The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account the ongoing changes in your life, your resources, and the financial decisions you need to consider. Our client centric approach is customized to you objectives, priorities, and values. It is comprehensive and integrated, caoable of addressing a wide range of financial circumstances and concerns.

The financial planning experience progresses through four stages:

  • Discovery – to create a clear financial picture
  • Planning – to analyze your goals and resources
  • Solutions – to develop strategies and prioritize actions
  • Monitoring – to update your financial picture and revise the plan

With WealthVision technology, managing your financial life just got easier. Better organized. Accessible. Up-to-date. Adaptable to your changing needs and emerging priorities.

The WealthVision platform integrates financial planning and wealth management. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. For our clients, WealthVision delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location.