Perino Wealth Management of Raymond James is dedicated to providing clients with the finest individually tailored approach to investing. We assist our clients with investment and wealth management concerns by developing personalized, strategic solutions to address their complex needs. We offer an institutional approach to investment and risk management coupled with the personal service from dedic
ated, hard working, passionate individuals who are looking out for your best interests. We recognize the importance of staying abreast of the current issues that may affect our clients. Therefore, we set the bar high when it comes to our individually customized investment strategies that are structured to help meet client expectations and long term goals. Our commitment helps provide wisdom and insight needed to guide you through the complexities of preparing for retirement, growing a business, and developing strategies for transferring wealth to the next generation. Perino Wealth Management focuses on six distinct areas:
*Comprehensive Financial Management and Guidance
*Retirement Income Strategies
*Asset Preservation Strategies
*Investment Tax Considerations
*Estate Coordination
*Legacy Implementation
8000 Summerlin Lakes Dr. Ste 100
Fort Myers, FL 33907
239-415-8000
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
