Our Services
At Perry Wealth Management, LLC, we provide professional assistance in the following areas:
Asset Management
- Comprehensive Portfolio Management
- Drafted Investment Policy Statement
- Quarterly Portfolio Reports
- Annual Account Review
Financial Planning
- Retirement Planning
- Tax Planning
- College Funding
- Estate Planning
- Insurance/Risk Management
- Budgeting/Cash Flow
- Balance Sheet Analysis
Retirement Plan Advisory
- Self-Assessment of Fiduciary Excellence (SAFE) Report
- Comprehensive Plan Review & Benchmarking
- Investment Policy Statement Assistance
- 3(21) Fiduciary Investment Process
- Audit Preparation Fiduciary File System/Management
- Annual Participant Education Calender
- Participant Retirement Readiness Review
- Request for Proposal Management Support
Retirement Plan Advisory
- Self-Assessment of Fiduciary Excellence (SAFE) Report
- Comprehensive Plan Review & Benchmarking
- Investment Policy Statement Assistance
- 3(21) Fiduciary Investment Process
- Audit Preparation Fiduciary File System/Management
- Annual Participant Education Calender
- Participant Retirement Readiness Review
- Request for Proposal Management Support