Our client-centered process

The Perissos group develops a trust-based understanding with our clients in order to forge a personal relationship. We learn about your family, occupation, recreation, goals, expectations and concerns before we start on the business of your life. As a team we will review your assets, liabilities, cash flows, Social Security and all other financial aspects of your life. This leads to a strong foundation that allows us to develop and implement a financial legacy and succession plan for you and your family. This process is to help our clients achieve an "abundant life."

Our Services

Smart technology | Time-tested strategies | Client-centered process 

  • Financial, retirement and goal planning
  • Advisor-managed investment strategies
  • Legacy, succession and charitable planning
  • Social Security, health care, long-term care and life insurance analysis and advice
  • Lending and trust services
  • Educational newsletters and reports
  • Appreciation events
  • Research, specialists and analysts
  • Local business and professionals recommendation list

 

Wealth management approach

Our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:

Accumulating wealth

From realizing your dreams to building the lifestyle you envision for your family, we help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

Protecting your assets

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning and insurance solutions will help you feel secure about the future.

Creating an income stream

Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a comprehensive plan that helps you anticipate adjustments and build confidence in your future.

Wealth transfer

Beyond building and enjoying your wealth, we work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.

We invite you to contact us today to learn more about our wealth management approach and how we can help you achieve your goals.