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, 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 Wealth Management announced it has enhanced its existing impact investing services by creating an Impact Team.
Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm RecognitionFirm Retains Five-Star RatingPerigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2...
We’re honored to share that Perigon Wealth Management has been recognized by Barron’s as one of the Top 100 RIA Firms for 2025, debuting at No. 86 on the list.
As 529 Day (May 29) approaches, it’s a timely reminder to take stock of how education savings plans, specifically 529 plans, fit into your broader financial strategy.