Serving Delaware

By Location

Lisa Keim

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All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Perigon Wealth Management. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Perigon Wealth Management nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your circumstances.

Certain securities may be offered through either Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC and headquartered at 80 State Street Albany, NY 12207 or Fortune Financial Services, Inc. (“Fortune”), member FINRA/SIPC and headquartered at 3582 Brodhead Road, Monaca, PA 15061. Purshe Kaplan Sterling Investments and Fortune Financial Services are not affiliated with Perigon Wealth Management LLC. Investments through PKS and/or Fortune are NOT FDIC INSURED, NOT BANK GUARANTEED AND MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. THEY ARE NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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Serving Delaware

Clay Kinnard

John Taylor, MBA, CHFC, CWS®

Lisa Keim