For Jay Peroni, helping people make the most of the assets they've accumulated is rewarding work. Jay enjoys guiding people as they implement the financial strategies that help them to meet their goals.

Jay takes a comprehensive approach to wealth management. He sees his role as helping people make smart decisions about their investments and retirement plans--providing them with greater financial independence, peace of mind, and security.

With more than fourteen years experience in the financial services industry, Jay is one of the leading financial planners in the New England area--guiding people to incorporate their faith into their financial plans. As a financial advisor, he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many who have experienced major life changes including retirement, divorce, or the loss of a spouse.

Jay graduated from with a Bachelor of Arts in economics and marketing from Assumption College and a Master of Science in personal financial planning from Bentley College. He is a Certified Financial Planner (CFP) professional and is also a Qualified Kingdom Advisor.

Jay values education as a way to promote professional excellence. He has served as a speaker for the last decade and given presentations to various industry, church, and civic programs.

When he's not in the office, Jay enjoys spending time with his wife, Karen and their four beautiful children. He lives and works in Bedford, NH.