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Gregory Wendt | Financial Advisor

Profile img for Gregory Wendt, financial advisor at Perigon Wealth Management
Santa Monica, CA
Gregory Wendt
Financial Advisor
Senior Wealth Advisor ESG & Impact Strategy at
Perigon Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Since the late 80s, Greg has dedicated himself to evolving impact investing, sustainable development and responsible finance. He serves clients who align their values, wealth, and influence for a better world, leveraging his multidisciplinary education and experiences with leading global institutions. Greg's expertise extends to advising a diverse range of investors, think tanks, and institutions, always aiming to inspire positive change. His personal interests, including rare aged teas, art, cooking, and meditation, reflect his commitment to personal development and human evolution, which he integrates into his professional endeavors. Greg's approach is unique in that he constantly seeks to learn and grow, applying his insights to help his clients achieve sustainable prosperity and thrive in all aspects of life.
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Specialties and Expertise

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Cash Flow Analysis
Retirement Income
Philanthropic Planning and Giving
Environmental, Social, and Governance (ESG)
Socially Responsible Investing (SRI)
Portfolio Construction
Alternative Investments
High Net Worth Planning

Clientele

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New Investors
Retirees
Business Owners
Corporate Executives
Wealthy Families
Entrepreneurs
Tech Employees
Businesswomen
Women in Tech
Divorcees
Single Mothers
Inheritors
High Net Worth Individuals
Surviving Spouses

Credentials and Designations

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Certified Financial Plannerâ„¢

Education

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University of California, Los AngelesB.A. Economics and Business AdministrationYear Obtained: 1988

Job History

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Stakeholders Capital/Perigon Wealth ManagementSenior Wealth Advisor ESG & Impact Strategy2012-2023
Green Economy Think Tank (non-profit probono)Founder2008-2023
EP Wealth AdvisorsVice President of Sustainable Investing, Head of ESG & Impact Investing Department2002-2012
Prudential SecuritiesWealth Management Advisor - Associate Vice President, Specialist in ESG2000-2002
UBS Paine WebberWealth Management Advisor1994-2000
Dabney/Resnick Lead Municipal Bond Trader, Distressed Debt and Municipal Securities Analyst1993-1994
Sutro & Co. Marketing Representative for Socially Responsible Investing Services1991-1992
Smith Barney Harris UphamWealth Advisor Analyst and Municipal Bond Trader1991-1993
Quick Facts About Gregory
Years of Experience:33 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Investment Planning

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Insurance

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Santa Monica, CA
Gregory Wendt
Financial Advisor
Senior Wealth Advisor ESG & Impact Strategy at
Perigon Wealth Management
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Profile last updated: 03-01-2025