Marc's Bio
Marc empowers clients to take ownership of their financial lives by simplifying complex financial topics. He believes in collaborating with accountants, attorneys, agents and others to provide clients with a well-rounded approach to potentially grow and protect their assets.
In 2015, Marc co-founded PM Wealth Management where he and a team of five developed a practice of more than 500 clients and worked closely with accountants. In 2022, PM Wealth Management merged with Perigon Wealth Management to further expand its network of professionals and areas of expertise for clients.
Marc will lead Perigon’s partnership with Premier Sports Network in bringing wealth management services to professional athletes and entertainers. His experience in this area provides him with an understanding of the unique wealth management and preservation needs of those who may have short periods of high income due to their profession.
Marc has been recognized in Forbes, most recently as a Best-In-State Wealth Advisor* and as a Chairman’s Club advisor with LPL Financial.
Marc is a graduate of Binghamton University with a bachelor’s degree in economics and holds the designations of Accredited Investment Fiduciary, Accredited Asset Management Specialist, Accredited Wealth Management Advisor and Registered Financial Consultant. He lives in Long Island with his family and dogs.
Marc's Team
Brenda Caldwell
Edmond Sukalic
Jim Weikart
Marc Specht
Steven Bernknopf, MSF, CFP®, EA
Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®
Disclosures
Perigon Wealth Management is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member 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.