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About Perigon Wealth Management
Perigon Wealth Management is an independent registered investment advisor (RIA) dedicated to helping clients achieve financial peace of mind through personalized and comprehensive financial planning. Founded and led by experienced financial advisors, the firm offers tailored strategies that align with clients’ goals and values, empowering them to navigate life’s complexities and secure a path to financial freedom. Perigon’s approach is rooted in transparency, independence, and a commitment to putting clients’ best interests first.
The firm provides a robust platform for financial advisors, offering flexibility and support to accommodate various business models and affiliation structures. With a focus on simplifying operations, Perigon enables advisors to accelerate their business growth while maintaining independence.
Perigon serves a diverse clientele, including individuals, families, business owners, and executives, helping them manage wealth through tax planning, retirement strategies, estate planning, and investment management. The firm also specializes in navigating life transitions, such as career changes, divorce, and inheritance, ensuring clients' financial plans adapt to their evolving needs. By aligning investments with personal values and life goals, Perigon Wealth Management delivers clear, actionable advice designed to foster long-term financial security.
Pricing options
Regulatory filings
Areas of specialty
- Tax Planning
- Retirement Strategies
- Estate Planning
- Investment Management
- Wealth Management
- Equity Compensation Planning
- Charitable Giving
More about Perigon Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 131037 | 77 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Perigon Wealth Management.