Find the Certified Financial Planner™
Who's right for you.

William M. Perry, CFP®, CIMA

Perry Capital Management, Inc.

One Park Plaza
11270 West Park Pl, Ste 1050
Milwaukee, WI 53224
Phone: (414) 359-1000
Fax: (414) 359-1010

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.