Perigon Wealth Management
Number of Clients
5,800
Assets Under Management
$11,200,000,000
Virtual Meetings Offered
Yes
About Perigon Wealth Management
One thing I want my clients to know about me is...
Perigon was founded on the idea that financial advice should be as personal as the life it's meant to serve. And a firm that puts clients first, not a product quota, is better for everyone.
Clientele
We work best with clients standing at a real inflection point: a business sale, an IPO, retirement, a sudden shift in income or assets. Often they're successful and capable, but not totally sure what to do next, and they want a partner who can help them make sense of it, not a generic plan handed to them. They want their plan to actually feel like theirs.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Pricing Models
Advisor Links
Disclosures and Proof of License
Perigon Wealth Management Disclosure
Client assets as of June 30, 2026. All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Perigon Wealth Management. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Perigon Wealth Management nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your circumstances. Certain securities may be offered through Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC and headquartered at 80 State Street Albany, NY 12207, Fortune Financial Services, Inc. (“Fortune”), member FINRA/SIPC and headquartered at 3582 Brodhead Road, Monaca, PA 15061 or Vanderbilt Securities, LLC (“Vanderbilt”) member FINRA/SIPC and headquartered at 125 Froehlich Farm Blvd, Woodbury, NY 11797. Purshe Kaplan Sterling Investments, Fortune Financial Services, and Vanderbilt Securities, LLC are not affiliated with Perigon Wealth Management, LLC. Investments through PKS, Fortune, and/or Vanderbilt are not FDIC insured, not bank guaranteed and may lose value, including loss of principal. They are not insured by any state or federal agency. Perigon Wealth Management, LLC is an SEC registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
AdvisorFinder Disclosure
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