Who We Are

Our Story

As a multigenerational team of advisors, we focus on providing our clients with custom tailored solutions.

Based in West Newton, Massachusetts, Gary Najarian founded and has served as President of Perpetual Financial for over 35 years. Jack Najarian joined in March of 2024 after beginning his wealth management career in New York City in 2020. As a father and son team, we specialize in working with clients of all stages and financial standings to ensure that their financial needs are being met.

With a knowledge base and experience spanning over 40 years, we work with our clients on an individual level to ensure they never feel like just another client in a standard plan. Built on the pillars of trust, integrity, and a commitment to exceeding client expectations, we embark on our clients’ financial journeys together, steadfast in our dedication to their success and financial well-being.

No situation is too big or too small to chart a path to financial success. We take a long-term strategic approach, focusing on quality over quantity, so our clients can rest easy knowing they are working toward their financial goals. We prioritize cultivating strong relationships to ensure that every client’s needs are met.

Our Process

A Hollistic Approach

We begin with a comprehensive assessment of our clients' overall financial picture. Our holistic approach ensures that clients are on the most efficient path toward achieving their goals.

Thorough Analysis

We start by providing clients with a snapshot of their current financial picture. By taking a holistic approach, we can construct an optimal path to guide their financial journey, identifying which factors are working well and which can be reconsidered.

Tax Management

We provide comprehensive tax management and analysis services to help clients navigate the complexities of tax planning. Our goal is to optimize tax strategies, ensuring compliance while maximizing after-tax income. We explore various solutions and strategies tailored to specific goals and objectives, paving the way to achieving financial aspirations.

Client Service

No automated phone lines or call centers. When clients partner with us, they are partnering with real people. We believe the best ability is availability, and we strive to provide easy access to their advisor, ensuring that their questions and needs are addressed promptly and efficiently.

Exceptional client service is a cornerstone of our practice. From meeting clients’ needs and answering questions to coaching and responsiveness, we aim to deliver excellence in all aspects of our relationship.

Meet Your Advisors