Perigon Celebrates CEO Arthur Ambarik, President & Partner, Jeremy Paul and Partner, Marc Specht In Making Forbes Best-In-State Wealth Advisors 2024 List

April 4, 2024

Forbes Florida best in state advisors 2024

Perigon Celebrates Arthur, Jeremy and, Marc in making Forbes Best-In-State Wealth Advisors 2024 List.

View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2024

By Sergei Klebnikov and Shook Research
April 3, 2024

View the Forbes Best-In-State List

Written by Perigon Wealth

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Perigon Wealth CIO Rafia Hasan Featured Speaker Spring 2024

by Perigon Wealth | Apr 5, 2024

Chief Investment Officer Rafia Hasan CFA, CFP® will share her market insights and expertise at several upcoming wealth management events.

Barron’s Names Jeremy Paul #35 For The State of Florida In Their 2024 Advisor Ranking

by Perigon Wealth | Mar 14, 2024

Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.

Global Market Commentary February 2024

by Jonathan Masse | Mar 6, 2024

Global stocks soared 4.29% in February to bring 2024 returns to 4.90% YTD. The MSCI All Country World Index closed the month at an all-time high.

Perigon Wealth Management Welcomes Two Advisor Firms with Combined $375 Million in AUM

by Perigon Wealth | Mar 5, 2024

Perigon Wealth Management announced it has acquired Blue Water Capital Management LLC and Lumin Financial LLC. The firms have collective Assets Under Management (AUM) of approximately $375 million in AUM.