Mark Perilman

Mark Perilman serves as a seasoned Private Wealth Advisor at FamilyWealth Management Group, where he leverages over two decades of experience to deliver comprehensive wealth management solutions tailored to high-net-worth clients. His current role involves developing personalized strategies that encompass wealth accumulation, preservation, and transfer, ensuring clients’ financial legacies are protected and optimized for future generations. Mark’s expertise in asset allocation and portfolio management allows him to craft diversified investment strategies, integrating fixed income, hedge funds, and alternative investments to align with clients’ risk tolerance and long-term objectives.

A key focus of Mark’s practice is retirement planning, where he employs sophisticated techniques to help clients secure their financial independence. His proficiency in charitable giving and education savings strategies underscores his commitment to aligning clients’ philanthropic goals with their overall wealth plans. Mark’s extensive certifications—including the CRPC®, CLU®, and CFP®—demonstrate his dedication to maintaining industry-leading standards of financial planning and risk management.

At FamilyWealth Management Group, Mark also specializes in wealth transfer strategies, ensuring seamless estate planning and tax-efficient transfer of assets. His FINRA registrations (Series 6, 7, and 63) enable him to provide a broad spectrum of securities and investment advisory services, including mutual funds, insurance products, and comprehensive asset management. Whether advising on life and health insurance or navigating complex investment portfolios, Mark’s client-centric approach combines technical expertise with a deep understanding of each individual’s financial aspirations, making him a trusted partner in achieving long-term financial success.