Bring Your Financial Life in Tune
We focus on understanding your personal financial DNA to design a specialized strategy to help pursue your dreams.
At Peerman Capital Management, we offer a specialized approach to financial planning. We focus on pinpointing your personal financial mindset, then we craft a plan to help bring your financial life in tune with your goals and dreams.
Whether you need help planning for retirement, running a business, saving for your children’s college expenses, or other important goals, we will work with you to help keep you on track.
With more than 80 years of combined experience in the financial services industry, our team has the knowledge you can count on to help address your financial objectives.
We believe it is important to focus on you as a single client, to engage personally with you to address your needs, and to give back to our community. We fulfill our obligation of stewardship by supporting the organizations that have a special place in our hearts.
We use innovative technology to understand your comfort with investment risk. It’s called Riskalyze® and it helps to align your portfolio with your needs. Complete a five-minute quiz to uncover your top financial goals and what you’re willing to risk for potential gains. We think you’ll love understanding how your risk number empowers you as an investor.
Start with the button below to find your number.