Perigon Wealth Management announced President Jeremy Paul was ranked No. 70 on the 2025 Barron’s Top 100 Independent Advisors list.
Press Articles
Welcoming Gitterman Wealth Management to Perigon
We’re pleased to share that Gitterman Wealth Management and Gitterman Asset Management have joined Perigon Based in Edison, New Jersey, the Gitterman team manages $1.3 billion in assets for individual investors, families, small business owners, and higher-education...
Perigon Wealth Management Welcomes Jeremy Kovacs To Enhance Southern California Presence
Perigon Wealth Management announced the appointment of Jeremy Kovacs as a Managing Director, Wealth Advisor. He manages over $300 million in total client assets and will help expand Perigon’s footprint in Orange County, California.
Perigon Wealth Management Executives and Advisors Deliver Keynotes, Support Panel Discussions at Leading Industry Conferences
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 Ranked 15 Top Financial Advisors in the USA by InvestmentNews
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...
Marc Specht & Bud Sturmak Land On InvestmentNews Hot List
The Hot List, launched in 2023, celebrates top financial professionals in the U.S. who have helped shape and innovate the industry over the past 12 months.
Perigon President Jeremy Paul in Barron’s: Financial Advice for Songwriters in the Age of Streaming
Working with songwriters as clients can be a unique proposition given the shifts in how songs now generate revenue.
UBS Team Joins Perigon
Perigon Wealth announced it expanded its Florida network with the addition of the Harrigan Group.
Perigon Names New General Counsel and CCO, Director of Organic Growth
Perigon announced it has hired Jonathan Robbins as General Counsel and Chief Compliance Officer and Michael Mignosi as Director of Organic Growth.
Perigon Lands On Newsweek’s Top Financial Advisory Firm 2025
Perigon Wealth announced it received a five-star rating in Newsweek’s Top Financial Advisory Firms 2025 list.
Perigon Rises From #56 to #42 on San Francisco Business Times Ranking of 100 Fastest-Growing Private Companies
Perigon Wealth has once again been named to the San Francisco Business Times’ 100 Fastest Growing Private Companies list.
Lock Them Up: Your Credit Files, That Is
If you have your nest egg in accounts at Fidelity, that probably made your stomach lurch. The fact that those 77,000 people were only 0.2% of Fidelity’s 51 million customers is small comfort if you were one of the 77,000.
