Perkins Wealth Advantage

Financial Services • Fishers, Indiana, United States • 1-10 Employees

Company overview

Headquarters	Fishers, Indiana, United States
Phone number	+13172965535
Website	perkinswa.com
NAICS	52
Keywords	Investing, Wealth Management, Education Planning, Retirement Planning, Estate Planning, Legacy Planning, Retirement Income Planning, Retirement Strategies, Proactive Tax Planning, Evidence-Based Investing, Withdrawal Strategy
Employees	1-10
Socials

Key Contact at Perkins Wealth Advantage

Alex Perkins

President | Wealth Advisor

Perkins Wealth Advantage Email Formats

Perkins Wealth Advantage uses 1 email format. The most common is {first initial} (e.g., j@perkinswa.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@perkinswa.com	100%

About Perkins Wealth Advantage

We specialize in helping select clients around the country manage their complex lives so they can spend more time on what matters most. We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden. We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation. We help wealthy families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. We advise on and help manage every aspect of your financial life to make sure problems are caught while they are still small and take advantage of every opportunity available.

Perkins Wealth Advantage revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Perkins Wealth Advantage has never raised funding before.

Frequently asked questions

Perkins Wealth Advantage is located in Fishers, Indiana, US.

You can reach Perkins Wealth Advantage at +13172965535.

Perkins Wealth Advantage has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Perkins Wealth Advantage

Alex Perkins

President | Wealth Advisor

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