Our approach to wealth management is centered around each individual client and their specific needs. We'd love to hear from you for an initial consultation.
Getting to Know Each Other
The goal of our initial meeting, which takes roughly 20 minutes, is to introduce ourselves to each other.
- Listen to your story and gain an understanding of your values and goals
- Answer any questions you have with regard to Perigon and our philosophy
- Introduce you to any team members you may be working with
- Layout the path for moving forward
Your Investment Strategy
Dive into your financial plan and discuss investment strategies to meet your financial goals
- Understand "what's the money for?"
- Assess your risk tolerance
- Discuss suitable investment solutions for your specific situation
- Create a suggested initial portfolio allocation
Creating a Portfolio
Refine and finalize your path to financial freedom.
- Review the portfolio allocations to ensure you're confident in your investment strategy
- Review your holistic financial picture and make adjustments or take action where necessary
- Prepare paperwork for your account(s) and work toward onboarding
Welcome to Perigon
Enter into a formal client/advisor relationship with the confidence that you are working with a fiduciary.
- We implement your plan and investment strategy
- We provide ongoing portfolio monitoring & management
- You have access to us at your discretion for any financial decisions that pop up in your life