Edmond's Bio
Edmond has spent his career in the financial services industry helping individuals and businesses address their current and future financial needs. He excels in developing a plan for his clients to potentially help build and protect their assets while keeping tax incentives in mind. Edmond takes pride in getting to know his clients in order to provide a holistic approach to wealth management and tailor a financial strategy accordingly.
Edmond joined Prager Metis CPAās as a tax accountant/advisor in 2011 and later joined PM Wealth Management as a financial advisor. Upon PM Wealth Managementās successful merger with Perigon Wealth Management in 2022, Edmond joined the Perigon team. During his tenure at Prager Metis CPAās, Edmond dealt with tax preparation, planning, advisory, tax controversy and financial statement review. This accounting background provides a unique lens for Edmond to use in his approach to wealth management. Prior to joining Prager Metis CPAās Edmond worked in other public and private accounting positions as well as founded a start-up venture that was subsequently acquired by a Fortune 100 company.
Edmond is a graduate of Baruch College with a BBA in accounting and holds the IRS designation of Enrolled Agent. He also holds series 7, 63, and 65 securities registrations. He lives in Manhattan with his wife, Adina, his son Maximus, and daughter Amia.
Edmond's Team
Edmond Sukalic
Jim Weikart
Marc Specht
Steven Bernknopf, MSF, CFPĀ®, EA
Thomas Haggerty, AWMAĀ®, CRPCĀ®, CFSĀ®, CISā¢, CASĀ®, CMFCĀ®
Disclosures
Perigon Wealth Management is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), MemberĀ FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKS and Perigon Wealth Management are not affiliated companies. Investments through PKS are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.