Thomas Perez - Financial Advisor

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6182BDGXwI

06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6187B862jh

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6184B8LM5M

06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6188BBGFzy

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

06/03/2026

06/03/2026

My only "complaint" about the transplants coming to Charleston.