Equity partnership is a true partnership

August 26, 2024

Arthur AmbarikPerigon CEO Arthur Ambarik reflects on the sanctity of the client-advisor relationship and his priorities.

Over the past 11 years, Perigon Wealth Management has seen remarkable growth, expanding from under $150 million to approximately $7.75 billion AUM by the end of the first quarter, driven by more than 10 acquisitions. CEO Art Ambarik attributes the expansion to a strategic approach that balances autonomy and collaboration within the firm… Read the full article

By Chris Davis
August 21, 2024

Read the Full Article on InvestmentNews.com
Written by Perigon Wealth
More Articles by Perigon

Latest Insights

Your 2024 Year-End Financial Planning Checklist

by | Dec 11, 2024

This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for your financial circumstances.