Delivering insightful advice Building on a foundation of trust
Gregory Scott Perram, CFP®
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
216-910-1011
216-536-4909
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.
My perspectives
Insights