Perigon Wealth Management LLC (“Perigon” or “the firm”) — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM).
Global Equities roared into 2023 like a lion with the second-best January on record – up 7.17% — but went out like a lamb in February: the MSCI All-Country World Index fell 2.87%
No matter where you are in your life’s journey, it is never too late to start planning for retirement. Even the smallest decisions you make today can have the biggest impact on your future.
Perigon makes the Forbes America’s Top RIA Firms list in 2022…