Perigon Wealth Management LLC (“Perigon” or “the firm”) ā 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 ā today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM).
Press Articles
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 ācrazeā. Well, we disagree, and hereās a thoughtful response from Morningstarās 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, āwhere do we go from here?ā 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 ā 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 Womenās Conversation Circles session, and we would love to have you join us. Date: Wednesday, September 8 at 4:00 ā 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 youāre a woman...
Jeremy Paul, Named as Top Advisor by Barronās and Forbes
BOCA RATON, FLA. (PRWEB) APRIL 26, 2021Jeremy Paul, JD, CFPĀ®,CDFAĀ®,AIFĀ® was recently named to the Barronās list of Top 1,200 Financial Advisors and as a Forbesās Best-In State Wealth Advisor. "It's an honor to be recognized by both Barronās and Forbes as a Top Advisor...
An Invitation to Perigon's New Women's Conversation Circles
Perigon is launching its new Women's Conversation Circles, and we would love to have you join us.Date: Thursday, March 18 at 4:00 - 5:30 p.m. Pacific Time RSVP: conversationcircles@perigonwealth.com Where: Zoom - we'll send out a conference link after you...
Perigon Named to 2020 Financial Times Top 300 RIAs
Perigon Wealth Management is honored to announce that we have been named to the 2020 Financial Times Top 300 Registered Investment Advisors (RIA) list. This year's publication is the 7th edition of the Financial Times rankings -- which considers and ranks RIAs based...