Harry Perler & David Olejnik
Your Wealth Management Experts
We implement a process which we refer to as The Perler Wealth Management Process. This process was developed and perfected by our founding Advisor Harry Perler over the last 25+ years, synergistically blending a balanced strategy of customized service, planning, investment opportunities and risk management.
The Perler Wealth Management Process is our holistic approach individually tailored to help individuals, professionals, and business owners manage their finances during each stage of their life and reach all their financial goals in the most tax and cost-effective way.