Chief Investment Officer Rafia Hasan CFA, CFP® will share her market insights and expertise at several upcoming wealth management events.
Perigon Wealth Articles
Perigon Celebrates CEO Arthur Ambarik, President & Partner, Jeremy Paul and Partner, Marc Specht In Making Forbes Best-In-State Wealth Advisors 2024 List
Volatile but rising markets, with a heavy measure of election year uncertainty are a good environment for the 8,507 seasoned wealth managers populating the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors ranking.
Barron’s Names Jeremy Paul #35 For The State of Florida In Their 2024 Advisor Ranking
Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
Perigon Wealth Management Welcomes Two Advisor Firms with Combined $375 Million in AUM
Perigon Wealth Management announced it has acquired Blue Water Capital Management LLC and Lumin Financial LLC. The firms have collective Assets Under Management (AUM) of approximately $375 million in AUM.
Perigon Welcomes Prudeo Partners
Perigon announced the acquisition of Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina with approximately $425 million in total client assets…
PSN Names Perigon Official U.S. Wealth Management Partner
Premier Sports Network (PSN), the leading private network for the global sports industry, today announced it has established a partnership with Perigon Wealth Management
Perigon Welcomes Constellation Wealth Capital As A Strategic Investor
Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and over $6.5 billion in client assets as of Dec. 31, 2023.
Perigon Wealth Management Welcomes Wealth Advisors Inc of Nevada
Perigon announced today it has acquired Wealth Advisors Inc., an RIA with more than $275 million assets under management.
Perigon Wealth Management Ranked No.56 on 100 Fastest-Growing Private Companies List
Independent Wealth Management Firm Recognized by San Francisco Business Times SAN FRANCISCO, OCT. 19, 2023 — Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in...
Perigon Named To Forbes America’s Top RIA Firm Ranking 2023
For The Second Year In A Row Perigon is named to the Forbes | SHOOK AMERICA’S TOP RIA FIRMS list October 10, 2023.
Jeremy Paul Speaks On How Advisors Are Helping Clients Navigate Natural Disasters and Home Insurance
Article by Steve Garmhausen | Barron'sThe high cost of hurricanes and wildfires has prompted major insurers in recent years to jack up premiums, raise deductibles, and in some cases pull out of states like Florida, Louisiana, and California. With property and casualty...
Listen To The Latest RIA Edge Podcast Featuring Perigon’s CEO Arthur Ambarik
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.