The Peris-Supper Group

Jonathan Peris

Jonathan S. Peris


William Supper

William J. Supper, CFP, MBA


Ashley Olmo

Assistant Vice President/Client Service; Client Relationship Manager

Our Clients

“Our goal is to enhance our clients’ lives. We strive to help them balance and pursue their personal and professional goals so they can live the life they desire.”

– Jonathan Peris
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Our Disciplined Approach

Our thoughtful approach always begins with an action plan.  Through this process, we seek to truly get to know you and what really matters to you, all with the goal of helping you journey toward your definition of success.
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Services Beyond Investing

The Peris-Supper Group offers comprehensive financial guidance and a broad range of services designed to help you and your loved ones live brilliantly, now and in the future.
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Our Philosophy

We believe portfolio construction should be individual.

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Our Guiding Principles

We build portfolios customized to you.

2024 Outlook Cover

2024 Outlook: Embracing Change

We share our 2024 Outlook: Embracing Change, which draws out the importance of accepting, and looking for opportunity in, how our world is rapidly changing.  We again provide our views for three possible scenarios for the coming year. Our base case is a bit more muted than in years past, informed by our view that the world is being transformed, with tailwinds like artificial intelligence and headwinds like the need for Fiscal Transition across our economy, given increased levels of debt and higher interest rates. We also comment on more positive and negative scenarios, and we include our guidance on portfolio positioning and dynamic leanings.

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Thank you for your interest! We hope you find our 2024 Outlook valuable.