The Senior Financial Planner plays a key role in delivering comprehensive, goals-based financial planning to firm clients.
Perigon Wealth Articles
Financial Planning Associate
The Financial Planner plays an important role in supporting the delivery of comprehensive, goals-based financial planning to firm clients.
Financial Planning Associate-West
In this role, you’ll provide critical support to lead advisors based in our San Francisco office — helping gather client data, build financial plans, run scenarios, and develop tailored strategies.
Private Client Associate – Remote – PST
The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
Operations Manager
The Operations Manager will have primary responsibility providing leadership to the Orion operations team and help guide the strategic direction of the Orion platform at Perigon.
Perigon Wealth Management Recognized by Inc. as a Best Workplace
This is Perigon’s first appearance on the annual list, which recognizes companies that “continually invest in their workplace cultures, offering best-in-class benefits that make employees actually want to work,” the publication said.
Senior Private Client Associate
The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
Associate Wealth Advisor
An Associate Wealth Advisor at Perigon Wealth Management will play an integral role in supporting Wealth Advisors (lead advisor) while gaining hands-on experience in wealth management.
Q2 2026 CIO Letter – Steady Through the Storm
The first quarter of 2026 was not an easy one to live through. War broke out in the Middle East. Iran closed the Strait of Hormuz. Oil prices surged…
Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion
Perigon Wealth Management, LLC announced the appointment of Rory T. Shusted as the firm’s first Chief People Officer. She will report directly to CEO Arthur Ambarik and is based in the Atlanta area.
Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program
Perigon, a rapidly growing independent wealth management firm with offices across the country, announced three more team members have completed the firm’s innovative Path to Partnership Program.
Perigon Leaders Named InvestmentNews Top Financial Professionals USA
Each year, InvestmentNews identifies 100 financial professionals across the country who stand out.