Overview

Peerman Capital Management takes a six-part approach to financial management, with branches that cover your financial life, no matter what phase it's in—accumulation through transition. Each branch, in turn, develops additional components that enable us to guide you through your personal and business finances with precision, intention, and forethought.

Partner with an expert
No matter what your level of wealth is, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: How to target asset growth
  • Retirement planning: How to target distribution of your assets in a tax-advantaged way
  • Estate planning: How to preserve your assets
  • Risk management: How to protect your assets
  • Business planning: How to grow and manage your business
  • Taxation: How to minimize your tax burden

Create a comprehensive plan
By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long term in nature. From our findings, we’ll assemble an implementation plan for your financial future. 

Support your financial goals
Working together, we'll help to simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.