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1-877-977-2555
Planning Your Way
Get To Know Us
For Advisors
News & Insights
Email Us
Client Logins

Serving New York

By Location

Marc Specht, CFP®, AIF®, SE-AWMA®, RFC®

Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®

Jeremy Paul, JD, CFP®, AIF®, CDFA™

Dean Kuhlkin, CFA®,CPA

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Perigon Wealth Management, LLC is an SEC registered investment advisor.

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 Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC and headquartered at 80 State Street Albany, NY 12207, Fortune Financial Services, Inc. (“Fortune”), member FINRA/SIPC and headquartered at 3582 Brodhead Road, Monaca, PA 15061 or Vanderbilt Securities, LLC (“Vanderbilt”) member FINRA/SIPC and headquartered at 125 Froehlich Farm Blvd, Woodbury, NY 11797. Purshe Kaplan Sterling Investments, Fortune Financial Services, and Vanderbilt Securities, LLC are not affiliated with Perigon Wealth Management, LLC. Investments through PKS, Fortune, and/or Vanderbilt 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.

©2025 Perigon Wealth Management, LLC. All advisory services provided by Perigon Wealth Management, LLC a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. | Website by GSM Marketing

Serving New York

Nolan Cooney

Stephen D. Swift, ChFC

Shane Rohe

Thomas W. Brown, CRPS

Emily Gillings Fornwalt

Dan Gwizdak, CFP®

Lisa Hayes, CFP, ChFC, AIF

Samantha Janni

John A. Paganelli

Andrew Dimaio

Jim Weikart

Edmond Sukalic

Marc Specht, CFP®, AIF®, SE-AWMA®, RFC®

Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®

Bud Sturmak, CFP®

Jeremy Paul, JD, CFP®, AIF®, CDFA™

Dean Kuhlkin, CFA®,CPA