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Miami Skyline

Photos by Graciela Perez

OUR FIRM

Perez Wealth Management provides multi-generational wealth management with unsurpassed client service.

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Perez Wealth Management is an independently owned multi-generational wealth management team with the experience and knowledge to understand and deliver solutions to the financial needs of the select group of families that we work with. We strive to be known by our clients as a family team that offers exceptional wealth management and unsurpassed client service. Our cultural and professional ties with communities in the US, Europe, South and Central America help us understand the idiosyncrasies, personalities and needs of our clients.

Our Firm

SERVICES

CONTACT US

Address

1441 Brickell Ave.

Suite 1700

Miami, FL 33131

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Email

cathy@perezwm.com

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Tel

(786) 693 7870

 

Thank You

CONTACT

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Perez Wealth Management, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ā€‹Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

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Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.

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Perez Wealth Management © 2023. All Rights Reserved.

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