Visit Perritt Capital Management, Inc.

  How you transfer wealth to your heirs is a deeply personal decision. We can show you the many choices and outcomes available to help understand what is best for your specific goals. Depend on us to guide you with a plan for the next generation, and know your assets will be invested accordingly. We provide solutions in areas including:

70-85+: Preservation & Transfer

• Capital Preservation
• Living on Investments
• Family Legacy
• Asset Transfer

Read our reflections on the challenges and opportunities we've guided our clients through during this phase of their lives

RETIRED AND READY TO ENJOY LIFE?

Don’t Let Fears Of Health Care Costs Put You Back to Work! Read More

NAMING YOUR TRUST AS BENEFICIARY OF AN IRA

Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy. Read More