Perez Wealth Management Group is a highly experienced financial advisory team based in Fort Lauderdale, FL. Led by James Perez, a seasoned financial advisor with over 20 years of industry experience, the group is dedicated to providing insight-based advice and customized strategies to help clients pursue their life goals and achieve financial success.
With a focus on long-term relationships and a commitment to quality client service, Perez Wealth Management Group offers a range of services, including investment management, comprehensive wealth management, estate and succession planning, retirement planning, and tax management. Their team of professionals, including Mindy Nightingale, a Wealth Management Associate, ensures efficient and personalized support for clients, making them a trusted source of financial advice in the Fort Lauderdale area.
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