Global Wealth Management

Perez Wealth Management offers innovative strategies to preserve and grow wealth as well as provide liquidity and administer complex estates.

Worldwide Access to Markets

Perez Wealth Management can provide multicurrency execution capabilities through the securities exchanges in over 65 countries around the globe.

Cash Management Solutions

Check-writing, automated bill payment, debit-credit-ATM card and access to low cost credit through a single account.

Business Strategies

Many business owners count their company as their largest investment. Perez Wealth Management can work with you to help you maintain and grow your business, by helping to manage the assets as well as developing an effective succession plan when exiting your business.

Protecting Your Goals

Taxes, inflation, market volatility and unexpected events: how can you manage these risks? Perez Wealth Management can suggest strategies to help you protect and preserve your assets based on an understanding of your lifestyle and goals.

Funding Education

With education costs rising at a staggering rate, funding your child’s or grandchild’s education may be more challenging than ever. Perez Wealth Management can help you create a savings and investment plan to meet your education funding goals.

Specialized Strategies

Certain life events like marriage, children with needs, retirement require specific planning.  Perez Wealth Management can help provide for your individual circumstances.

Preserving and Transferring Wealth

Are you concerned about preserving the wealth you’ve accumulated—for yourself and your heirs? Perez Wealth Management can offer estate planning strategies to help you ensure that your wealth is preserved and passed on.

Strategies for Retirement 

How can you secure the retirement you envision? Perez Wealth Management will work with you to develop a comprehensive retirement strategy.

Philanthropy

There are countless personal and financial reasons for giving to the causes you believe in. Perez Wealth Management, along with other specialists, can help individuals, foundations (family and corporate) and nonprofit organizations develop the most advantageous strategies for charitable giving.