Perpetual Wealth, Inc., of Baltimore, MD, has a long-standing tradition of helping clients accumulate and retain wealth. We strive to do this by developing tax-intelligent financial strategies based upon our client’s specific needs and objectives. Our emphasis is on cross-disciplinary wealth management and income distribution planning for “middle class millionaires” and their families. Our clientele include owners of privately held companies, professionals, and other affluent individuals.
We are proud that most new clients come recommended to us by our existing valued clients and by referrals from accountants and attorneys. Often they know of someone in transition, e.g., approaching or beginning retirement, selling their business, receiving an inheritance, going through a divorce, or changing employment, and want a consolidated strategic approach to asset management. Or, they know someone who desires to take their financial planning to the next level.
PerpetualWealth.net provides three major areas of value for our clients. First, we want to give our clients a place to find out what is happening at Perpetual Wealth and have an easy and convenient way of communicating with us. Second, we want you to have access to the latest information available regarding your accounts in a centralized location. Lastly, we will be providing information on planning and investing that is relevant to our clients.
We invite you to contact us for more information or to set up an initial complimentary consultation.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It's important to make sure your retirement strategy anticipates health-care expenses.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”