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Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion
Perigon Wealth Management, LLC announced the appointment of Rory T. Shusted as the firm’s first Chief People Officer. She will report directly to CEO Arthur Ambarik and is based in the Atlanta area.
Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program
Perigon, a rapidly growing independent wealth management firm with offices across the country, announced three more team members have completed the firm’s innovative Path to Partnership Program.
Global Market Commentary February 2026
Global stocks marched 1.29% higher in February to bring YTD returns to 4.29%, following 2025’s 22.34% gain. The MSCI All Country World Index’s (ACWI) made four new all-time highs this month.
Perigon Leaders Named InvestmentNews Top Financial Professionals USA
Each year, InvestmentNews identifies 100 financial professionals across the country who stand out.
Perigon Wealth Management Launches Development of Scalable Organic Growth Platform
Perigon Wealth announced it enhanced its management team with the addition of Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development to continue driving organic growth.
Global Market Commentary January 2026
Global stocks came out of the gates strong, climbing 2.96% in January following three straight years of gains: 22.34% in 2025, 17.49% in 2024, and 22.20% in 2023.
Selling Your Business
How to plan,sell, and protect what you've builtSelling a business while still running it is no small task. The process can demand so much focus on negotiations and day-to-day operations that little time is left to think about what happens after the deal closes,...
Perigon Wealth Management Enhances Impact Investing Team and Services
Perigon Wealth Management announced it has enhanced its existing impact investing services by creating an Impact Team.
Q1 2026 CIO Letter – Two Questions for 2026: AI Exuberance and Geopolitical Uncertainty
As we celebrate the start of a new year, we reflect on a robust 2025 for investors, with the MSCI global equity benchmark hitting 56 new all-time highs over the course of the year and delivering a 22% return, its best annual performance since 20191 .
Global Market Commentary December 2025
Markets closed 2025 on a high note. Learn what drove global stocks, bonds, metals, and crypto as the year came to an end.
Perigon named 2026 RIA Firm to Watch by AdvisorHub
Perigon was ranked #21 out of 25 mid-sized RIAs on AdvisorHub’s RIA Firms to Watch in 2026.
Perigon Repeats Newsweek Top Financial Advisory Firm Recognition
Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm RecognitionFirm Retains Five-Star RatingPerigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2...