Services
A Comprehensive Suite of Services For Your Financial Life
A More Involved Advisory Relationship
Investment management, planning, and coordination that work together
Your investments, taxes, retirement plans, and family priorities influence one another. We help you understand those connections and make informed decisions. Working directly with Perry, you have a private advisor who knows your circumstances, researches your questions, and follows through as your needs evolve.
Wealth Management Services
Investment Management
We build and manage portfolios around your growth objectives, tolerance for loss, tax circumstances, and need for cash. Our approach combines the pursuit of long-term growth with deliberate attention to downside risk. Each investment has a purpose, and we weigh its potential benefits, costs, liquidity, and limitations in the context of your overall portfolio.
Our Core Services:
- Portfolio Construction and Ongoing Active Management
- Strategies for Growth and Downside Risk Management
- Proactive Portfolio Tax Management
- Custom Downside-Managed Investments
Wealth Planning
We help you translate your priorities into a practical financial plan. That includes evaluating how much you can spend in retirement, preparing for a major financial event, and considering how wealth will pass to your family. We work through the trade-offs, coordinate with your tax and legal professionals, and revisit the plan as your circumstances change.
Our Core Services:
- Retirement and Income Planning
- Tax Strategy and Coordination
- Estate and Inheritance Planning
- Business Succession Planning
Personal CFO Services
Some financial questions require research, coordination, and someone willing to stay involved until the next step is clear. We help you evaluate decisions, work with your other professional advisors, and understand how accounts and assets held elsewhere fit your overall financial picture. You have a central point of contact to help connect the details and keep important matters moving.
Our Core Services:
- Coordination with Tax, Legal, and Other Advisors
- Monitoring & Reporting of Outside Assets
- Aggregation of Finances
- Guidance Across Your Financial Life