As an Associate Wealth Advisor at Perigon, Vic prides himself on building lasting relationships with clients and their families grounded in trust, integrity, and authenticity. He takes a collaborative approach, working with clients to navigate life’s varied financial situations, with a firm belief that proactive engagement and personalized planning lead to confidence in decision making. His areas of focus include investment and financial planning strategy, tax optimization, estate planning, and charitable and family wealth transfer analysis. Vic was drawn to the wealth management industry after helping a family member through their own important financial decisions, and strives to deliver the same level of thoughtful service to individuals and their families.
Vic is a Certified Financial Planner™ practitioner and a graduate of Amherst College, where he played varsity basketball and earned a B.A. in Economics. He continues to play basketball weekly and is an avid snowboarder during the winter months.
He also enjoys cooking and traveling to experience other cultures — most recently running with the bulls in Pamplona, Spain.
