Thank you for your interest in Creative Financial Planning.
In June 2024 Creative Financial Planning merged with Perigon Wealth Management, an independent wealth management firm with offices across the country. The CFP team now operates the Nyack, NY office under the Perigon Wealth Management name.
“We believe our merger with Perigon to be very positive. Not only are we expanding the breadth of our team and our service offering, but weāll have an infrastructure of dedicated management that will allow us to further focus on what we enjoy most – providing you high-touch, personalized service.“
~ Lisa Hayes
Our Approach:
As a whole service financial planning firm, we create tailored plans to fit you and your family. We actively listen to your dreams, assess your risk tolerances and take time to get to know you.
Our Experience:
For Our Clients:
We will continue to provide excellent service from Baxter Hall and be here for you to help you successfully navigate life’s ever-changing journey.
If you have a Dream, We have a Plan
Lisa Hayes, CFPĀ®, ChFCĀ®, AIFĀ®
Wealth Advisor
lisa.hayes@perigonwealth.com
Dan Gwizdak, CFPĀ®
Wealth Advisor
dan.gwizdak@perigonwealth.com
Samantha Janni
Private Client Associate
samantha.janni@perigonwealth.com