100 Advisors To Watch (Over $1B)
These fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
Press Articles
USA TODAY and Statista recognize Perigon Wealth Management as one of the Best Financial Advisory Firms 2023
An inaugural list of the Best Financial Advisory Firms of 2023, developed for USA TODAY by market research firm Statista, attempts to simplify the jumble.
The list is based on the belief, espoused by many financial experts, that the best place to start is with registered investment advisers (RIAs).
Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List
Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM
Perigon Wealth Management LLC (“Perigon” or “the firm”) — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM).
Perigon Makes The Forbes America’s Top RIA Firms List
Perigon makes the Forbes America’s Top RIA Firms list in 2022…
Secure Act 2.0 Overview
This overview is intended to be high-level and cover some of the themes, and a few key details, to help in your understanding of the SECURE Act 2.0.
ESG and Sustainable Investing is a Craze? Well, We Disagree
You may have seen a recent series in the Wall Street Journal critiquing ESG and sustainable investing as a ‘craze’. Well, we disagree, and here’s a thoughtful response from Morningstar’s director of ESG research Jon Hale. Read the full article on Morning Star's...
Ukraine / Oil / Geopolitical Risk
As Russia invades Ukraine, the worst-case scenario has materialized. So, as I start to think about various elements, I ask myself, “where do we go from here?” The President is expected to speak early today, and the EU has an emergency summit this afternoon (6:00 pm...
Charitable Giving Strategies: How to Give Money Away with Intention
Perigon is hosting our next Women's Conversation Circle, and we would love to have you join us. BY: Rachel Elson, Mary Ballin and Andrea HamiltonDate: Wednesday, November 17, 2021Where: Online via Zoom – we'll send out a conference link the week of the circleTime:...
Women’s Circle Roundup – More Mindful Spending
By Andrea Hamilton, Mary Ballin, and Rachel ElsonA wide-ranging conversation yields some smart ideas for putting guidelines in place.We all know there are more ways to spend our money, and demands on us to do so. But figuring out how to make good saving and spending...
Saving and Spending Policies: How to Set Rules in Advance to Help Make Better Decisions in the Moment
Perigon is hosting our next Women’s Conversation Circles session, and we would love to have you join us. Date: Wednesday, September 8 at 4:00 – 5:30 p.m. Pacific Time. RSVP: conversationcircles@perigonwealth.com
An Invitation to Perigon’s Women’s Conversation Circles
Join us at the next Women's Conversation Circle, we would love to have you with us.Date: Thursday, June 10 at 4:00 - 5:30 p.m. Pacific TimeRSVP: conversationcircles@perigonwealth.comWhere: Zoom - we'll send out a conference link earlier in the week.If you’re a woman...