The Perlman Group: Private Wealth Management is a specialized financial services firm led by Rick Perlman, CFP®, AIF®. Based in New York City, the firm focuses on comprehensive financial planning and wealth management tailored to professionals, business owners, and high-net-worth individuals. With an emphasis on fiduciary responsibility, The Perlman Group delivers client-focused investment strategies designed to help clients meet both short- and long-term financial goals.
Rick Perlman brings extensive experience with certifications as a Certified Financial Planner™ and Accredited Investment Fiduciary®, offering a high level of professionalism and ethical practice. The firm’s approach is rooted in transparency, customized advice, and strategic planning. In addition to traditional financial planning, they assist clients with retirement planning, asset management, and risk analysis. The Perlman Group prioritizes lifelong financial health, empowering clients through proactive and personalized service. Their boutique operation allows for close personal attention while leveraging cutting-edge tools and research.
Website: https://www.perlmanwealth.com
Key Services:
– Comprehensive financial planning
– Retirement planning and income strategies
– Investment portfolio management
– Risk assessment and insurance analysis
– Tax-efficient wealth strategies
– Estate and legacy planning
– Fiduciary advisory services
– Business retirement plan consulting (401(k), defined benefit plans)
