Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
Listen to the podcast or read the full article at: WealthManagement.com
NextGen Leader Recognized by Industry Media as Exceptional...
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.
Perigon Wealth Management announced President Jeremy Paul was ranked No. 70 on the 2025 Barron’s Top 100 Independent Advisors list.
This year in the stock market feels like a case study in Nassim Taleb’s concept of antifragility—the idea that some systems can not only withstand shocks but can actually benefit from them.