Company Profile

In November of 2002, Graciela and Jorge Perez established a family team to leverage their talents and experience in order to provide their clients with generational continuity in their long-standing relationships.  In 2015, they established their own independent wealth management firm, Perez Wealth Management, with the support of Bolton Global, an introducing broker/dealer and member of FINRA.

The team is composed of Graciela, an experienced banker with over 40 years in the industry; Jorge, who studied finance and multinational business with over 14 years’ experience managing client portfolios; and Cathy, who has over 15 years of experience in client service, problem resolution and strategic thinking which provides our clients with exceptional service.

They understand and respect the value that individual investors and families place on trust.  As such, they prefer to work with a small, select group of clients in order to provide specialized and personalized attention as well as a vast breadth of services.  They believe that a multi-generational team facilitates their ability to develop the level of empathy needed to candidly discuss individual needs as well as business and family values.  By developing a deep understanding of what each one values most and their hopes for the future, they can help keep family interests in focus, while addressing the needs of the next generation.  They also believe in regular communication and a tailored approach to each and every family member.

 

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