The Perry Richey Group Podcast
Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
The June JPR Advisor Roundtable
On this month’s edition of the Advisor Roundtable, Shawn and Mike share an important update on our team including Mike’s upcoming retirement, and the addition of several new team members. Josh Marson also joins us to provide commentary for investors on what we’re thinking about the current market environment.
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