An Associate Wealth Advisor at Perigon Wealth Management will play an integral role in supporting Wealth Advisors (lead advisor) while gaining hands-on experience in wealth management. The associate is responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations.
Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 2024, announced its executives and advisors will present at several leading...
Jeremy Paul has been named one of the top 15 financial advisors in the U.S. by InvestmentNews*, recognized for his remarkable achievements in wealth management as they pertain to AUM and client growth. His personalized approach, innovative strategies, and commitment...
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Perigon Wealth announced it expanded its Florida network with the addition of the Harrigan Group.
Perigon announced it has hired Jonathan Robbins as General Counsel and Chief Compliance Officer and Michael Mignosi as Director of Organic Growth.
Perigon Wealth announced it received a five-star rating in Newsweek’s Top Financial Advisory Firms 2025 list.
Perigon Wealth has once again been named to the San Francisco Business Times’ 100 Fastest Growing Private Companies list.
The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election.
Perigon Wealth welcomes three key hires to support the firm’s continued expansion through organic growth and acquisitions.
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.