Independence is an Opportunity

The big firm's platform, though large and expansive, places limits on wealth advice.

When we founded Perron & Partners, we immediately saw what was possible when we weren’t inhibited by corporate directives, held to certain sanctions, or restricted to in-house resources.

We could, among other things, conduct research through a variety of institutions, take advantage of multiple sources of ideation, choose only top-performing managers, and find low-cost investments to improve your bottom line.

Essentially, the difference is that we can mold and flex our services to fit the needs and preferences of each client; this is the opportunity that independence represents.

It's also become a central purpose for our team, and a drive that builds as we find success for clients one by one.

The Unique Opportunities of Working with Perron & Partners

  • Get advice that's highly customized from a firm that's truly independent.
  • Strengthen your bottom line with both tax and cost control strategies.
  • Invest without limits on selection, research or personalization.
  • Benefit from multiple sources of idea generation.
  • Find your way through life's challenges with simplified guidance.
  • Stay sheltered from unnecessary risk with our approach to risk-adjusted returns.
  • Call our office and get an answer - every time.
  • Gain long-term stability for you and your family.
  • Look to 100+ years worth of investment insight.
  • Learn more through our conference calls, resources and newsletters.