Marc believes wealth management is about more than managing investments—it’s helping people feel confident taking ownership of their financial lives. He has built his practice around making complex financial topics easier to understand and collaborating with accountants, agents, attorneys and other professionals to create a thoughtful, comprehensive approach to growing and protecting wealth.
Marc leads Perigon’s Sports & Entertainment initiative, where he works with professional athletes and entertainers facing a unique financial challenge: making the most of potentially high—but often short-lived—earning years. His experience in this space gives him a deep appreciation for the importance of thoughtful planning, wealth preservation and preparing for what comes next.
His work has earned recognition from FORBES, most recently ranked as a Best-In-State Wealth Advisor*, as well as recognition as a Chairman’s Club advisor with LPL Financial.
A graduate of Binghamton University with a bachelor’s degree in economics, Marc holds the CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, Sports & Entertainment Accredited Wealth Management Advisor® and Registered Financial Consultant designations.
Outside of the office, Marc lives on Long Island with his wife, their two sons and two dogs—a life that keeps him grounded in what matters most: family, long-term goals and helping people make the most of the opportunities in front of them.
Disclosures
Marc Specht has been awarded Best-in-State Wealth Advisors 2025 by Forbes. Forbes rankings were based on assets, revenue, and quality of practice. No compensation was paid for inclusion in the ranking. Past recognition does not guarantee future results. For methodology, visit Forbes.
