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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Are you ready for retirement? Here are five words you should consider.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The year’s end is the perfect time to do these 12 things.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
For some, the social impact of investing is just as important as the return, perhaps more important.
The uncertainties we face in retirement can erode our sense of confidence.
However exciting retiring abroad may sound, it deserves considerable planning.
This worksheet can help you estimate the costs of a four-year college program.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
The market is as unpredictable as the weather. We’d love to help you prepare.
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.