Thank you for your interest in Nauset Wealth Management.
In December 2022 Nauset Wealth Management merged with Perigon Wealth Management, an independent wealth management firm with offices across the country. The Nauset team now operates the Westport, Connecticut office under the Perigon Wealth Management name.
“We are excited to partner with Perigon. With this merger, our operating philosophy remains unchanged: we build wealth management relationships around our clients’ unique needs.“
~ Michael Lombardo
We start by assessing financial goals then build a wealth management plan and actively manage client portfolios with our Managed Risk Asset Allocation strategy. Our rigor and depth of wealth advisory experience help our clients meet their goals.
We have decades of experience tackling complex investment and financial scenarios. Tailoring customized financial plans, actively managing investments, and advising on difficult financial questions is what we do.
For Our Clients:
With this merger, your advisor and service teams remain intact and our strong commitment to serve you remains the same.