Perigon Syracuse Team

Rooted in Syracuse and serving the community since 2007, our local team brings deep financial expertise and a commitment to personal connection.

Meet the Perigon Syracuse Team

As part of Perigon Wealth Management, the Syracuse team offers comprehensive wealth management, retirement planning, and investment advice—always with a focus on your goals, not commissions.

We specialize in 401(k) plans and retirement strategies, helping individuals, families, and business owners make smart, forward-looking decisions for the future. Our fee-only approach ensures our guidance is driven solely by your best interests. Clients trust us for our attentive service, consistent communication, and the clarity we bring to their financial lives. Whether you’re navigating retirement, managing your assets, or planning for what’s next, we’re here to help you define success and build a tailored path to achieve it.

Our Approach:

We deliver straightforward, fee-only financial advice grounded in integrity, personalization, and a clear understanding of your goals.

Our Experience:

With roots in Syracuse dating back to 2007, our team combines deep local knowledge with decades of financial planning, 401(k), and investment expertise.

For Our Clients:

We partner with individuals, families, and businesses to provide proactive guidance, consistent communication, and financial strategies that evolve with your life.